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 | $27,400 | $65,704-58.3% | $94,229-70.9% | $59,633-54.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.13% | 5.22%-7.3pp | 10.68%-12.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $316 | $2,021-84.4% | $3,587-91.2% | $2,203-85.7% |
| Participant deferral / active EE | $1,579 | $3,143-49.8% | $4,320-63.5% | $3,192-50.5% |
| Admin fee / account holder | $311 | $4,265-92.7% | $6,269-95.0% | $4,297-92.8% |