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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,646 | $88,672-45.1% | $105,223-53.8% | $82,448-41.0% |
| Participation rate | 84.8% | 67.9%+16.9pp | 75.0%+9.8pp | 68.1%+16.8pp |
| Annual return | 4.12% | 30.86%-26.7pp | 180.65%-176.5pp | 41.64%-37.5pp |
| Employer contribution / active EE | $550 | $3,048-82.0% | $3,689-85.1% | $2,551-78.5% |
| Participant deferral / active EE | $4,289 | $4,036+6.3% | $5,072-15.4% | $4,139+3.6% |
| Admin fee / account holder | $18,075 | $7,146+152.9% | $8,859+104.0% | $7,234+149.8% |