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 | $76,183 | $167,353-54.5% | $143,797-47.0% | $134,545-43.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -12.00% | 0.48%-12.5pp | -0.04%-12.0pp | 418.37%-430.4pp |
| Employer contribution / active EE | $1,018 | $5,620-81.9% | $4,952-79.4% | $4,742-78.5% |
| Participant deferral / active EE | $5,599 | $6,447-13.2% | $5,638-0.7% | $6,401-12.5% |
| Admin fee / account holder | $869 | $18,096-95.2% | $14,679-94.1% | $11,431-92.4% |