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 | $203,426 | $105,623+92.6% | $87,502+132.5% | $273,972-25.7% |
| Participation rate | 84.6% | 78.2%+6.4pp | 73.8%+10.8pp | 83.0%+1.6pp |
| Annual return | -0.53% | 12.26%-12.8pp | 12.21%-12.7pp | 41.46%-42.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,345 | $3,601-7.1% | $3,149+6.2% | $5,287-36.7% |
| Admin fee / account holder | $645 | $4,781-86.5% | $4,221-84.7% | $10,133-93.6% |