Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,542 | $60,349-27.8% | $74,184-41.3% | $62,881-30.8% |
| Participation rate | 76.0% | 72.7%+3.3pp | 76.6%-0.6pp | 69.3%+6.7pp |
| Annual return | 0.02% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,288 | $2,856+85.1% | $3,550+49.0% | $3,203+65.1% |
| Admin fee / account holder | $8,224 | $4,261+93.0% | $5,586+47.2% | $4,296+91.5% |