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 | $43,350 | $136,307-68.2% | $106,619-59.3% | $273,972-84.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -2.50% | 11.05%-13.5pp | 9.42%-11.9pp | 41.46%-44.0pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,277 | $4,969-74.3% | $3,930-67.5% | $5,287-75.8% |
| Admin fee / account holder | $1,390 | $8,625-83.9% | $6,418-78.3% | $10,133-86.3% |