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 | $39,450 | $81,331-51.5% | $155,534-74.6% | $80,935-51.3% |
| Participation rate | 82.8% | 66.3%+16.5pp | 78.2%+4.5pp | 67.7%+15.1pp |
| Annual return | 7.37% | 33.37%-26.0pp | 64.92%-57.5pp | 35.66%-28.3pp |
| Employer contribution / active EE | $6 | $3,105-99.8% | $4,675-99.9% | $2,757-99.8% |
| Participant deferral / active EE | $3,039 | $3,454-12.0% | $5,630-46.0% | $4,299-29.3% |
| Admin fee / account holder | $2,489 | $7,999-68.9% | $15,900-84.3% | $6,924-64.1% |