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 | $79,718 | $92,219-13.6% | $76,767+3.8% | $135,380-41.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.05% | 5.46%-11.5pp | 2.43%-8.5pp | 519.81%-525.9pp |
| Employer contribution / active EE | $451 | $3,216-86.0% | $2,485-81.9% | $4,779-90.6% |
| Participant deferral / active EE | $4,064 | $4,508-9.9% | $3,852+5.5% | $5,609-27.5% |
| Admin fee / account holder | $34,460 | $10,749+220.6% | $6,675+416.2% | $10,828+218.2% |