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 | $83,751 | $95,404-12.2% | $113,397-26.1% | $82,637+1.3% |
| Participation rate | 75.9% | 72.8%+3.0pp | 76.5%-0.6pp | 68.1%+7.8pp |
| Annual return | 5.02% | 19.08%-14.1pp | 23.20%-18.2pp | 53.51%-48.5pp |
| Employer contribution / active EE | $658 | $2,307-71.5% | $2,977-77.9% | $2,552-74.2% |
| Participant deferral / active EE | $2,441 | $4,220-42.1% | $5,076-51.9% | $4,126-40.8% |
| Admin fee / account holder | $23,214 | $9,168+153.2% | $11,957+94.1% | $7,339+216.3% |