Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,254 | $81,331-87.4% | $155,534-93.4% | $80,935-87.3% |
| Participation rate | 85.0% | 66.3%+18.7pp | 78.2%+6.8pp | 67.7%+17.3pp |
| Annual return | 9.68% | 33.37%-23.7pp | 64.92%-55.2pp | 35.66%-26.0pp |
| Employer contribution / active EE | $242 | $3,105-92.2% | $4,675-94.8% | $2,757-91.2% |
| Participant deferral / active EE | $1,580 | $3,454-54.3% | $5,630-71.9% | $4,299-63.3% |
| Admin fee / account holder | $2,463 | $7,999-69.2% | $15,900-84.5% | $6,924-64.4% |