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 | $68,160 | $146,267-53.4% | $197,124-65.4% | $82,448-17.3% |
| Participation rate | 75.7% | 84.0%-8.3pp | 86.7%-11.0pp | 68.1%+7.6pp |
| Annual return | 10.71% | 29.61%-18.9pp | 44.34%-33.6pp | 41.64%-30.9pp |
| Employer contribution / active EE | $594 | $4,723-87.4% | $6,227-90.5% | $2,551-76.7% |
| Participant deferral / active EE | $4,917 | $7,035-30.1% | $9,135-46.2% | $4,139+18.8% |
| Admin fee / account holder | $17,073 | $14,422+18.4% | $16,298+4.8% | $7,234+136.0% |