Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,211 | $72,486-59.7% | $87,103-66.5% | $72,976-60.0% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.9%+5.3pp | 69.5%+12.7pp |
| Annual return | 10.56% | 24.46%-13.9pp | 28.19%-17.6pp | 81.02%-70.5pp |
| Employer contribution / active EE | $417 | $1,894-78.0% | $2,521-83.5% | $2,440-82.9% |
| Participant deferral / active EE | $2,416 | $3,270-26.1% | $4,049-40.3% | $3,608-33.0% |
| Admin fee / account holder | $3,995 | $5,055-21.0% | $7,491-46.7% | $5,124-22.0% |