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 | $48,436 | $61,789-21.6% | $97,167-50.2% | $80,874-40.1% |
| Participation rate | 77.8% | 63.5%+14.3pp | 72.7%+5.1pp | 67.6%+10.1pp |
| Annual return | 10.89% | -557.90%+568.8pp | 75.27%-64.4pp | 35.62%-24.7pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,683 | $3,028-11.4% | $4,264-37.1% | $4,297-37.6% |
| Admin fee / account holder | $2,192 | $5,168-57.6% | $5,650-61.2% | $6,935-68.4% |