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 | $34,703 | $62,583-44.5% | $76,767-54.8% | $64,173-45.9% |
| Participation rate | 70.4% | 72.8%-2.4pp | 77.0%-6.6pp | 69.6%+0.8pp |
| Annual return | -7.80% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $360 | $1,832-80.4% | $2,485-85.5% | $2,381-84.9% |
| Participant deferral / active EE | $2,758 | $3,145-12.3% | $3,852-28.4% | $3,470-20.5% |
| Admin fee / account holder | $799 | $4,667-82.9% | $6,675-88.0% | $4,887-83.6% |