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 | $102,771 | $167,353-38.6% | $143,797-28.5% | $134,545-23.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.35% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $582 | $5,620-89.6% | $4,952-88.2% | $4,742-87.7% |
| Participant deferral / active EE | $5,081 | $6,447-21.2% | $5,638-9.9% | $6,401-20.6% |
| Admin fee / account holder | $476 | $18,096-97.4% | $14,679-96.8% | $11,431-95.8% |