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 | $32,252 | $181,896-82.3% | $156,551-79.4% | $273,972-88.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | -1.24% | 30.74%-32.0pp | 32.23%-33.5pp | 41.46%-42.7pp |
| Employer contribution / active EE | $577 | $6,248-90.8% | $5,501-89.5% | $4,869-88.2% |
| Participant deferral / active EE | $4,845 | $5,550-12.7% | $4,871-0.5% | $5,287-8.4% |
| Admin fee / account holder | $2,998 | $15,560-80.7% | $13,028-77.0% | $10,133-70.4% |