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 | $50,007 | $86,949-42.5% | $102,460-51.2% | $80,959-38.2% |
| Participation rate | 88.1% | 72.4%+15.7pp | 76.5%+11.6pp | 67.7%+20.4pp |
| Annual return | 8.17% | 18.89%-10.7pp | 29.47%-21.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,598 | $4,121-12.7% | $5,056-28.8% | $4,300-16.3% |
| Admin fee / account holder | $9,814 | $8,048+21.9% | $9,460+3.7% | $6,925+41.7% |