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 | $25,687 | $70,430-63.5% | $96,572-73.4% | $85,851-70.1% |
| Participation rate | 71.8% | 61.8%+10.0pp | 69.8%+2.0pp | 69.3%+2.5pp |
| Annual return | 10.72% | 18.58%-7.9pp | 37.79%-27.1pp | 318.63%-307.9pp |
| Employer contribution / active EE | $238 | $1,413-83.1% | $2,357-89.9% | $2,565-90.7% |
| Participant deferral / active EE | $3,376 | $2,894+16.7% | $3,850-12.3% | $3,952-14.6% |
| Admin fee / account holder | $5,104 | $4,996+2.2% | $6,183-17.4% | $6,261-18.5% |