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 | $31,776 | $51,638-38.5% | $68,368-53.5% | $82,448-61.5% |
| Participation rate | 85.7% | 63.6%+22.1pp | 73.8%+12.0pp | 68.1%+17.6pp |
| Annual return | 12.76% | 37.53%-24.8pp | 292.57%-279.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $173 | $2,047-91.6% | $2,649-93.5% | $2,551-93.2% |
| Participant deferral / active EE | $1,024 | $2,914-64.9% | $4,123-75.2% | $4,139-75.3% |
| Admin fee / account holder | $3,518 | $4,643-24.2% | $5,150-31.7% | $7,234-51.4% |