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 | $230,735 | $56,894+305.6% | $84,753+172.2% | $62,881+266.9% |
| Participation rate | 70.4% | 68.5%+1.8pp | 76.6%-6.2pp | 69.3%+1.1pp |
| Annual return | 4.04% | 6.30%-2.3pp | 22.78%-18.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,083 | $2,709+198.4% | $3,712+117.8% | $3,203+152.4% |
| Admin fee / account holder | $35,552 | $3,581+892.8% | $5,333+566.6% | $4,296+727.6% |