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 | $47,230 | $102,422-53.9% | $147,117-67.9% | $80,959-41.7% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 9.06% | 135.16%-126.1pp | 420.54%-411.5pp | 35.67%-26.6pp |
| Employer contribution / active EE | $477 | $3,717-87.2% | $4,932-90.3% | $2,757-82.7% |
| Participant deferral / active EE | $2,641 | $6,652-60.3% | $8,065-67.2% | $4,300-38.6% |
| Admin fee / account holder | $4,689 | $7,953-41.0% | $12,993-63.9% | $6,925-32.3% |