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 | $50,533 | $64,311-21.4% | $57,356-11.9% | $125,389-59.7% |
| Participation rate | 78.9% | 78.6%+0.3pp | 75.1%+3.9pp | 83.2%-4.2pp |
| Annual return | -1.38% | 25.14%-26.5pp | 24.41%-25.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,982 | $3,846-48.5% | $3,162-37.3% | $5,352-63.0% |
| Admin fee / account holder | $2,482 | $5,243-52.7% | $3,357-26.1% | $9,541-74.0% |