Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $52,177 | $156,398-66.6% | $147,318-64.6% | $138,895-62.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.37% | 78.75%-75.4pp | 70.43%-67.1pp | 145.39%-142.0pp |
| Employer contribution / active EE | $863 | $4,853-82.2% | $4,593-81.2% | $4,194-79.4% |
| Participant deferral / active EE | $5,371 | $8,237-34.8% | $7,906-32.1% | $6,396-16.0% |
| Admin fee / account holder | $854 | $14,976-94.3% | $13,708-93.8% | $12,562-93.2% |