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 | $36,595 | $78,015-53.1% | $178,505-79.5% | $80,959-54.8% |
| Participation rate | 71.1% | 65.7%+5.4pp | 77.1%-6.1pp | 67.7%+3.4pp |
| Annual return | 10.21% | 18.10%-7.9pp | 27.16%-16.9pp | 35.67%-25.5pp |
| Employer contribution / active EE | $473 | $2,281-79.3% | $3,955-88.1% | $2,757-82.9% |
| Participant deferral / active EE | $2,508 | $4,406-43.1% | $6,280-60.1% | $4,300-41.7% |
| Admin fee / account holder | $2,205 | $7,160-69.2% | $10,428-78.9% | $6,925-68.2% |