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 | $181,335 | $110,307+64.4% | $96,576+87.8% | $139,456+30.0% |
| Participation rate | 78.9% | 78.1%+0.8pp | 76.0%+3.0pp | 80.3%-1.4pp |
| Annual return | -6.81% | 26.40%-33.2pp | 25.87%-32.7pp | 373.45%-380.3pp |
| Employer contribution / active EE | $692 | $3,619-80.9% | $2,965-76.7% | $4,753-85.4% |
| Participant deferral / active EE | $3,707 | $5,547-33.2% | $4,851-23.6% | $6,711-44.8% |
| Admin fee / account holder | $21,357 | $11,597+84.2% | $8,253+158.8% | $11,407+87.2% |