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 | $38,058 | $81,208-53.1% | $98,920-61.5% | $79,856-52.3% |
| Participation rate | 94.9% | 72.5%+22.4pp | 76.0%+18.8pp | 69.6%+25.2pp |
| Annual return | 4.10% | 60.99%-56.9pp | 196.47%-192.4pp | 31.71%-27.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,742 | $3,265+14.6% | $4,245-11.9% | $3,7410% |
| Admin fee / account holder | $1,348 | $6,013-77.6% | $6,643-79.7% | $5,306-74.6% |