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 | $46,424 | $167,362-72.3% | $143,799-67.7% | $134,532-65.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.56% | 0.47%-16.0pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $606 | $5,620-89.2% | $4,952-87.8% | $4,741-87.2% |
| Participant deferral / active EE | $3,424 | $6,447-46.9% | $5,638-39.3% | $6,401-46.5% |
| Admin fee / account holder | $33,565 | $18,094+85.5% | $14,677+128.7% | $11,429+193.7% |