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 | $70,770 | $86,919-18.6% | $102,457-30.9% | $80,911-12.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.63% | 18.90%-9.3pp | 29.41%-19.8pp | 35.63%-26.0pp |
| Employer contribution / active EE | $489 | $2,368-79.3% | $3,022-83.8% | $2,756-82.2% |
| Participant deferral / active EE | $2,446 | $4,119-40.6% | $5,054-51.6% | $4,297-43.1% |
| Admin fee / account holder | $8,480 | $8,049+5.3% | $9,451-10.3% | $6,935+22.3% |