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 | $35,791 | $95,453-62.5% | $112,040-68.1% | $82,448-56.6% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.5%+12.1pp | 68.1%+20.5pp |
| Annual return | 10.87% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.8pp |
| Employer contribution / active EE | $565 | $2,318-75.6% | $2,954-80.9% | $2,551-77.9% |
| Participant deferral / active EE | $3,694 | $4,224-12.5% | $5,098-27.5% | $4,139-10.8% |
| Admin fee / account holder | $7,356 | $9,013-18.4% | $12,098-39.2% | $7,234+1.7% |