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 | $37,536 | $110,083-65.9% | $151,645-75.2% | $68,490-45.2% |
| Participation rate | 82.8% | 84.0%-1.2pp | 87.5%-4.7pp | 67.9%+14.9pp |
| Annual return | -16.30% | -10.12%-6.2pp | 3.34%-19.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,324 | $4,470-70.4% | $6,165-78.5% | $2,597-49.0% |
| Participant deferral / active EE | $3,155 | $6,526-51.7% | $8,363-62.3% | $4,028-21.7% |
| Admin fee / account holder | $2,530 | $7,718-67.2% | $11,614-78.2% | $5,403-53.2% |