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 | $85,889 | $61,660+39.3% | $80,022+7.3% | $64,173+33.8% |
| Participation rate | 71.4% | 71.7%-0.3pp | 75.8%-4.4pp | 69.6%+1.9pp |
| Annual return | -3.09% | -0.33%-2.8pp | 11.22%-14.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,304 | $2,968+11.3% | $3,686-10.4% | $3,470-4.8% |
| Admin fee / account holder | $1,076 | $5,417-80.1% | $6,521-83.5% | $4,887-78.0% |