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 | $37,799 | $93,345-59.5% | $119,126-68.3% | $87,485-56.8% |
| Participation rate | 84.2% | 68.7%+15.5pp | 75.8%+8.4pp | 68.9%+15.3pp |
| Annual return | 11.60% | 19.08%-7.5pp | 282.11%-270.5pp | 26.06%-14.5pp |
| Employer contribution / active EE | $477 | $3,172-85.0% | $4,034-88.2% | $2,596-81.6% |
| Participant deferral / active EE | $3,398 | $4,099-17.1% | $5,318-36.1% | $4,274-20.5% |
| Admin fee / account holder | $8,399 | $8,039+4.5% | $10,693-21.5% | $7,775+8.0% |