Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,313 | $142,392-71.0% | $119,622-65.5% | $134,532-69.3% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -16.90% | -12.46%-4.4pp | -14.98%-1.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $165 | $5,224-96.8% | $4,232-96.1% | $4,741-96.5% |
| Participant deferral / active EE | $2,513 | $6,467-61.1% | $5,601-55.1% | $6,401-60.7% |
| Admin fee / account holder | $620 | $13,593-95.4% | $10,328-94.0% | $11,429-94.6% |