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 | $49,736 | $78,428-36.6% | $95,960-48.2% | $79,852-37.7% |
| Participation rate | 91.2% | 73.5%+17.7pp | 77.1%+14.1pp | 69.6%+21.5pp |
| Annual return | 6.53% | 19.37%-12.8pp | 91.63%-85.1pp | 31.72%-25.2pp |
| Employer contribution / active EE | $156 | $1,945-92.0% | $2,541-93.9% | $2,471-93.7% |
| Participant deferral / active EE | $2,535 | $3,440-26.3% | $4,167-39.2% | $3,740-32.2% |
| Admin fee / account holder | $6,266 | $5,622+11.5% | $6,797-7.8% | $5,306+18.1% |