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 | $64,712 | $129,737-50.1% | $119,126-45.7% | $154,746-58.2% |
| Participation rate | 78.3% | 78.9%-0.6pp | 75.8%+2.5pp | 80.7%-2.4pp |
| Annual return | 7.49% | 379.08%-371.6pp | 282.11%-274.6pp | 172.34%-164.8pp |
| Employer contribution / active EE | $874 | $4,375-80.0% | $4,034-78.3% | $4,379-80.0% |
| Participant deferral / active EE | $3,615 | $5,842-38.1% | $5,318-32.0% | $6,730-46.3% |
| Admin fee / account holder | $5,645 | $11,961-52.8% | $10,693-47.2% | $14,365-60.7% |