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 | $77,652 | $167,362-53.6% | $143,799-46.0% | $134,532-42.3% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -14.73% | 0.47%-15.2pp | -0.04%-14.7pp | 418.27%-433.0pp |
| Employer contribution / active EE | $751 | $5,620-86.6% | $4,952-84.8% | $4,741-84.2% |
| Participant deferral / active EE | $5,110 | $6,447-20.7% | $5,638-9.4% | $6,401-20.2% |
| Admin fee / account holder | $711 | $18,094-96.1% | $14,677-95.2% | $11,429-93.8% |