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 | $44,315 | $55,930-20.8% | $76,089-41.8% | $80,925-45.2% |
| Participation rate | 82.9% | 62.1%+20.8pp | 69.1%+13.8pp | 67.7%+15.2pp |
| Annual return | 7.11% | 20.58%-13.5pp | 360.94%-353.8pp | 35.65%-28.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,100 | $3,051-31.2% | $4,259-50.7% | $4,299-51.1% |
| Admin fee / account holder | $2,973 | $5,241-43.3% | $6,418-53.7% | $6,940-57.2% |