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 | $43,899 | $146,267-70.0% | $197,124-77.7% | $82,448-46.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 86.7%-8.1pp | 68.1%+10.5pp |
| Annual return | 12.84% | 29.61%-16.8pp | 44.34%-31.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,592 | $7,035-48.9% | $9,135-60.7% | $4,139-13.2% |
| Admin fee / account holder | $3,097 | $14,422-78.5% | $16,298-81.0% | $7,234-57.2% |