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 | $57,043 | $58,828-3.0% | $78,002-26.9% | $62,881-9.3% |
| Participation rate | 79.4% | 71.1%+8.4pp | 75.5%+3.9pp | 69.3%+10.1pp |
| Annual return | 4.32% | 17.16%-12.8pp | 425.99%-421.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $252 | $1,672-84.9% | $2,470-89.8% | $2,281-89.0% |
| Participant deferral / active EE | $2,353 | $2,686-12.4% | $3,497-32.7% | $3,203-26.5% |
| Admin fee / account holder | $2,757 | $4,393-37.2% | $5,481-49.7% | $4,296-35.8% |