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 | $62,552 | $102,422-38.9% | $147,117-57.5% | $80,959-22.7% |
| Participation rate | 81.8% | 75.9%+5.9pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 8.11% | 135.16%-127.0pp | 420.54%-412.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $447 | $3,717-88.0% | $4,932-90.9% | $2,757-83.8% |
| Participant deferral / active EE | $3,319 | $6,652-50.1% | $8,065-58.8% | $4,300-22.8% |
| Admin fee / account holder | $12,136 | $7,953+52.6% | $12,993-6.6% | $6,925+75.2% |