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 | $78,027-53.1% | $178,528-79.5% | $80,925-54.8% |
| Participation rate | 71.1% | 65.7%+5.4pp | 77.1%-6.0pp | 67.7%+3.4pp |
| Annual return | 10.21% | 18.09%-7.9pp | 27.11%-16.9pp | 35.65%-25.4pp |
| Employer contribution / active EE | $473 | $2,281-79.3% | $3,950-88.0% | $2,756-82.9% |
| Participant deferral / active EE | $2,508 | $4,408-43.1% | $6,278-60.0% | $4,299-41.6% |
| Admin fee / account holder | $2,205 | $7,168-69.2% | $10,419-78.8% | $6,940-68.2% |