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 | $25,860 | $63,346-59.2% | $92,240-72.0% | $70,126-63.1% |
| Participation rate | 78.0% | 68.7%+9.4pp | 76.5%+1.6pp | 69.5%+8.5pp |
| Annual return | 11.50% | 530.19%-518.7pp | 176.29%-164.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $153 | $2,471-93.8% | $3,680-95.9% | $2,343-93.5% |
| Participant deferral / active EE | $1,540 | $2,854-46.0% | $3,897-60.5% | $3,332-53.8% |
| Admin fee / account holder | $2,544 | $3,841-33.8% | $5,194-51.0% | $4,645-45.2% |