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 | $180,078 | $142,392+26.5% | $119,622+50.5% | $134,532+33.9% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.3%-7.0pp | 81.2%-9.0pp |
| Annual return | -18.76% | -12.46%-6.3pp | -14.98%-3.8pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,236 | $6,467+104.7% | $5,601+136.3% | $6,401+106.8% |
| Admin fee / account holder | $20,810 | $13,593+53.1% | $10,328+101.5% | $11,429+82.1% |