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 | $49,140 | $51,638-4.8% | $68,368-28.1% | $82,448-40.4% |
| Participation rate | 81.6% | 63.6%+18.0pp | 73.8%+7.8pp | 68.1%+13.5pp |
| Annual return | 13.28% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,275 | $2,914-21.9% | $4,123-44.8% | $4,139-45.0% |
| Admin fee / account holder | $6,025 | $4,643+29.8% | $5,150+17.0% | $7,234-16.7% |