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 | $77,048 | $95,453-19.3% | $112,040-31.2% | $82,448-6.5% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.5%-6.2pp | 68.1%+2.2pp |
| Annual return | 6.89% | 23.92%-17.0pp | 24.52%-17.6pp | 41.64%-34.7pp |
| Employer contribution / active EE | $641 | $2,318-72.3% | $2,954-78.3% | $2,551-74.9% |
| Participant deferral / active EE | $3,970 | $4,224-6.0% | $5,098-22.1% | $4,139-4.1% |
| Admin fee / account holder | $11,870 | $9,013+31.7% | $12,098-1.9% | $7,234+64.1% |