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 | $71,799 | $69,977+2.6% | $108,582-33.9% | $62,881+14.2% |
| Participation rate | 88.0% | 72.9%+15.1pp | 79.6%+8.4pp | 69.3%+18.7pp |
| Annual return | -2.17% | 10.73%-12.9pp | -51.70%+49.5pp | 20.14%-22.3pp |
| Employer contribution / active EE | $331 | $2,135-84.5% | $3,758-91.2% | $2,281-85.5% |
| Participant deferral / active EE | $1,548 | $3,165-51.1% | $4,311-64.1% | $3,203-51.7% |
| Admin fee / account holder | $487 | $5,076-90.4% | $7,645-93.6% | $4,296-88.7% |