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 | $46,428 | $77,816-40.3% | $123,552-62.4% | $64,173-27.7% |
| Participation rate | 93.0% | 74.7%+18.3pp | 82.3%+10.7pp | 69.6%+23.5pp |
| Annual return | -0.67% | 12.49%-13.2pp | 119.20%-119.9pp | 7.63%-8.3pp |
| Employer contribution / active EE | $489 | $3,014-83.8% | $4,628-89.4% | $2,381-79.5% |
| Participant deferral / active EE | $2,326 | $5,240-55.6% | $6,426-63.8% | $3,470-33.0% |
| Admin fee / account holder | $28,135 | $5,519+409.8% | $9,285+203.0% | $4,887+475.7% |