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 | $35,841 | $89,259-59.8% | $107,187-66.6% | $82,637-56.6% |
| Participation rate | 71.8% | 67.9%+3.9pp | 75.0%-3.2pp | 68.1%+3.8pp |
| Annual return | 11.64% | 21.02%-9.4pp | 204.55%-192.9pp | 53.51%-41.9pp |
| Employer contribution / active EE | $586 | $3,080-81.0% | $3,782-84.5% | $2,552-77.0% |
| Participant deferral / active EE | $2,413 | $4,037-40.2% | $5,096-52.6% | $4,126-41.5% |
| Admin fee / account holder | $6,938 | $7,381-6.0% | $9,162-24.3% | $7,339-5.5% |