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 | $33,905 | $76,834-55.9% | $108,359-68.7% | $87,485-61.2% |
| Participation rate | 78.3% | 61.7%+16.6pp | 70.1%+8.2pp | 68.9%+9.4pp |
| Annual return | 10.11% | 19.09%-9.0pp | 36.89%-26.8pp | 26.06%-16.0pp |
| Employer contribution / active EE | $259 | $1,556-83.4% | $2,399-89.2% | $2,596-90.0% |
| Participant deferral / active EE | $3,109 | $3,100+0.3% | $4,137-24.8% | $4,274-27.2% |
| Admin fee / account holder | $10,599 | $6,537+62.1% | $9,741+8.8% | $7,775+36.3% |