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 | $47,496 | $83,485-43.1% | $125,192-62.1% | $72,975-34.9% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.9pp | 69.5%+11.2pp |
| Annual return | 16.09% | 25.77%-9.7pp | 43.79%-27.7pp | 81.01%-64.9pp |
| Employer contribution / active EE | $550 | $2,346-76.6% | $3,866-85.8% | $2,440-77.5% |
| Participant deferral / active EE | $2,661 | $3,586-25.8% | $4,937-46.1% | $3,608-26.2% |
| Admin fee / account holder | $2,410 | $5,518-56.3% | $9,704-75.2% | $5,124-53.0% |