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 | $56,533 | $76,551-26.2% | $123,894-54.4% | $62,881-10.1% |
| Participation rate | 89.4% | 73.0%+16.4pp | 81.4%+8.0pp | 69.3%+20.1pp |
| Annual return | 3.85% | 18.68%-14.8pp | 47.52%-43.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $202 | $2,882-93.0% | $4,617-95.6% | $2,281-91.1% |
| Participant deferral / active EE | $2,409 | $4,840-50.2% | $5,984-59.7% | $3,203-24.8% |
| Admin fee / account holder | $3,580 | $4,826-25.8% | $8,357-57.2% | $4,296-16.7% |