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 | $49,233 | $149,679-67.1% | $117,039-57.9% | $147,585-66.6% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 7.83% | 19.31%-11.5pp | 18.95%-11.1pp | 578.58%-570.8pp |
| Employer contribution / active EE | $471 | $4,937-90.5% | $3,785-87.6% | $4,876-90.3% |
| Participant deferral / active EE | $1,882 | $4,912-61.7% | $3,929-52.1% | $5,439-65.4% |
| Admin fee / account holder | $5,584 | $7,856-28.9% | $5,974-6.5% | $10,886-48.7% |