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 | $44,257 | $76,551-42.2% | $123,894-64.3% | $62,881-29.6% |
| Participation rate | 74.3% | 73.0%+1.3pp | 81.4%-7.1pp | 69.3%+5.0pp |
| Annual return | 3.36% | 18.68%-15.3pp | 47.52%-44.2pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,187 | $4,840+27.8% | $5,984+3.4% | $3,203+93.2% |
| Admin fee / account holder | $2,059 | $4,826-57.3% | $8,357-75.4% | $4,296-52.1% |