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 | $69,930 | $95,453-26.7% | $112,040-37.6% | $82,448-15.2% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 10.00% | 23.92%-13.9pp | 24.52%-14.5pp | 41.64%-31.6pp |
| Employer contribution / active EE | $86 | $2,318-96.3% | $2,954-97.1% | $2,551-96.6% |
| Participant deferral / active EE | $3,597 | $4,224-14.8% | $5,098-29.4% | $4,139-13.1% |
| Admin fee / account holder | $13,599 | $9,013+50.9% | $12,098+12.4% | $7,234+88.0% |