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 | $49,952 | $117,846-57.6% | $102,434-51.2% | $145,884-65.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 7.85% | 31.90%-24.0pp | 29.46%-21.6pp | 551.85%-544.0pp |
| Employer contribution / active EE | $420 | $3,615-88.4% | $3,023-86.1% | $4,662-91.0% |
| Participant deferral / active EE | $2,219 | $5,733-61.3% | $5,055-56.1% | $6,690-66.8% |
| Admin fee / account holder | $3,452 | $13,356-74.2% | $9,462-63.5% | $13,392-74.2% |