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 | $24,062 | $73,978-67.5% | $96,515-75.1% | $75,173-68.0% |
| Participation rate | 93.8% | 66.4%+27.3pp | 74.3%+19.4pp | 67.2%+26.5pp |
| Annual return | 10.38% | 26.72%-16.3pp | 35.73%-25.3pp | 160.72%-150.3pp |
| Employer contribution / active EE | $514 | $2,931-82.5% | $3,740-86.3% | $2,671-80.8% |
| Participant deferral / active EE | $3,489 | $3,660-4.7% | $4,880-28.5% | $4,126-15.4% |
| Admin fee / account holder | $5,223 | $5,219+0.1% | $6,735-22.5% | $5,651-7.6% |