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 | $20,179 | $126,661-84.1% | $113,397-82.2% | $138,895-85.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 8.35% | 25.05%-16.7pp | 23.20%-14.9pp | 145.39%-137.0pp |
| Employer contribution / active EE | $423 | $3,456-87.8% | $2,977-85.8% | $4,194-89.9% |
| Participant deferral / active EE | $1,982 | $5,693-65.2% | $5,076-61.0% | $6,396-69.0% |
| Admin fee / account holder | $8,869 | $14,549-39.0% | $11,957-25.8% | $12,562-29.4% |