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 | $33,549 | $94,529-64.5% | $140,019-76.0% | $64,173-47.7% |
| Participation rate | 76.3% | 84.1%-7.8pp | 87.5%-11.2pp | 69.6%+6.7pp |
| Annual return | -5.97% | 7.77%-13.7pp | 651.17%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $970 | $3,812-74.6% | $5,605-82.7% | $2,381-59.3% |
| Participant deferral / active EE | $2,581 | $5,250-50.8% | $6,927-62.7% | $3,470-25.6% |
| Admin fee / account holder | $3,392 | $6,741-49.7% | $10,705-68.3% | $4,887-30.6% |