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 | $83,976 | $69,977+20.0% | $108,582-22.7% | $62,881+33.5% |
| Participation rate | 71.0% | 72.9%-1.9pp | 79.6%-8.6pp | 69.3%+1.7pp |
| Annual return | 6.78% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | -$12 | $2,135-100.5% | $3,758-100.3% | $2,281-100.5% |
| Participant deferral / active EE | $3,239 | $3,165+2.4% | $4,311-24.9% | $3,203+1.1% |
| Admin fee / account holder | $26,910 | $5,076+430.1% | $7,645+252.0% | $4,296+526.4% |