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 | $34,500 | $73,848-53.3% | $143,799-76.0% | $68,486-49.6% |
| Participation rate | 72.7% | 66.7%+6.1pp | 80.3%-7.6pp | 67.9%+4.8pp |
| Annual return | -16.78% | 0.91%-17.7pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,583 | $3,385+64.9% | $5,638-1.0% | $4,028+38.6% |
| Admin fee / account holder | $2,715 | $5,755-52.8% | $14,677-81.5% | $5,404-49.8% |