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 | $44,448 | $136,860-67.5% | $120,344-63.1% | $154,746-71.3% |
| Participation rate | 89.5% | 79.9%+9.6pp | 76.7%+12.8pp | 80.7%+8.8pp |
| Annual return | 7.11% | 21.38%-14.3pp | 20.30%-13.2pp | 172.34%-165.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,819 | $5,793-51.3% | $5,135-45.1% | $6,730-58.1% |
| Admin fee / account holder | $25,611 | $15,393+66.4% | $12,742+101.0% | $14,365+78.3% |