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 | $179,176 | $81,870+118.9% | $119,622+49.8% | $68,486+161.6% |
| Participation rate | 71.0% | 71.9%-0.9pp | 79.3%-8.3pp | 67.9%+3.1pp |
| Annual return | -18.73% | -23.82%+5.1pp | -14.98%-3.8pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,372 | $4,148+53.6% | $5,601+13.8% | $4,028+58.2% |
| Admin fee / account holder | $27,583 | $6,583+319.0% | $10,328+167.1% | $5,404+410.4% |