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 | $24,509 | $73,848-66.8% | $143,799-83.0% | $68,486-64.2% |
| Participation rate | 87.7% | 66.7%+21.1pp | 80.3%+7.4pp | 67.9%+19.8pp |
| Annual return | -16.09% | 0.91%-17.0pp | -0.04%-16.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,480 | $3,385-26.7% | $5,638-56.0% | $4,028-38.4% |
| Admin fee / account holder | $1,519 | $5,755-73.6% | $14,677-89.7% | $5,404-71.9% |