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 | $61,813 | $102,422-39.6% | $147,117-58.0% | $80,959-23.6% |
| Participation rate | 87.9% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 11.33% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $824 | $3,717-77.8% | $4,932-83.3% | $2,757-70.1% |
| Participant deferral / active EE | $5,697 | $6,652-14.4% | $8,065-29.4% | $4,300+32.5% |
| Admin fee / account holder | $3,384 | $7,953-57.5% | $12,993-74.0% | $6,925-51.1% |