Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $58,059 | $102,422-43.3% | $147,117-60.5% | $80,959-28.3% |
| Participation rate | 76.9% | 75.9%+1.0pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 10.65% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $576 | $3,717-84.5% | $4,932-88.3% | $2,757-79.1% |
| Participant deferral / active EE | $3,031 | $6,652-54.4% | $8,065-62.4% | $4,300-29.5% |
| Admin fee / account holder | $17,076 | $7,953+114.7% | $12,993+31.4% | $6,925+146.6% |