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 | $36,085 | $65,704-45.1% | $94,229-61.7% | $59,633-39.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.51% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $332 | $2,021-83.6% | $3,587-90.7% | $2,203-84.9% |
| Participant deferral / active EE | $2,160 | $3,143-31.3% | $4,320-50.0% | $3,192-32.3% |
| Admin fee / account holder | $1,273 | $4,265-70.1% | $6,269-79.7% | $4,297-70.4% |