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 | $65,389 | $147,167-55.6% | $111,392-41.3% | $135,380-51.7% |
| Participation rate | 82.4% | 84.0%-1.7pp | 78.9%+3.5pp | 82.6%-0.3pp |
| Annual return | -6.74% | -4.44%-2.3pp | -2.06%-4.7pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,035 | $5,204-80.1% | $4,328-76.1% | $4,779-78.3% |
| Participant deferral / active EE | $3,145 | $6,565-52.1% | $5,567-43.5% | $5,609-43.9% |
| Admin fee / account holder | $3,310 | $20,270-83.7% | $12,266-73.0% | $10,828-69.4% |