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 | $111,820 | $72,404+54.4% | $110,243+1.4% | $64,173+74.2% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.2pp |
| Annual return | -1.08% | -6.29%+5.2pp | 314.76%-315.8pp | 7.63%-8.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,923 | $3,469+13.1% | $4,672-16.0% | $3,470+13.1% |
| Admin fee / account holder | $11,892 | $5,664+109.9% | $8,548+39.1% | $4,887+143.3% |