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 | $20,955 | $181,062-88.4% | $158,223-86.8% | $155,188-86.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 7.52% | 57.39%-49.9pp | 52.09%-44.6pp | 148.84%-141.3pp |
| Employer contribution / active EE | $499 | $4,565-89.1% | $4,109-87.9% | $4,248-88.3% |
| Participant deferral / active EE | $2,273 | $6,134-62.9% | $5,467-58.4% | $6,531-65.2% |
| Admin fee / account holder | $8,490 | $18,825-54.9% | $16,047-47.1% | $14,480-41.4% |