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 | $26,722 | $41,377-35.4% | $109,313-75.6% | $62,881-57.5% |
| Participation rate | 82.8% | 57.5%+25.3pp | 71.3%+11.5pp | 69.3%+13.5pp |
| Annual return | -0.61% | 11.05%-11.7pp | 22.07%-22.7pp | 20.14%-20.7pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,787 | $2,045-12.6% | $3,166-43.6% | $3,203-44.2% |
| Admin fee / account holder | $1,569 | $2,884-45.6% | $5,666-72.3% | $4,296-63.5% |