Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,358 | $94,529-23.5% | $140,019-48.3% | $64,173+12.8% |
| Participation rate | 76.3% | 84.1%-7.8pp | 87.5%-11.2pp | 69.6%+6.7pp |
| Annual return | -2.92% | 7.77%-10.7pp | 651.17%-654.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $730 | $3,812-80.8% | $5,605-87.0% | $2,381-69.3% |
| Participant deferral / active EE | $3,874 | $5,250-26.2% | $6,927-44.1% | $3,470+11.7% |
| Admin fee / account holder | $4,824 | $6,741-28.4% | $10,705-54.9% | $4,887-1.3% |