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 | $49,149 | $104,098-52.8% | $140,514-65.0% | $94,015-47.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 4.49% | 15.14%-10.6pp | 14.36%-9.9pp | 17.84%-13.4pp |
| Employer contribution / active EE | $568 | $2,388-76.2% | $3,378-83.2% | $2,790-79.6% |
| Participant deferral / active EE | $2,966 | $4,033-26.5% | $4,919-39.7% | $4,249-30.2% |
| Admin fee / account holder | $5,311 | $10,439-49.1% | $13,697-61.2% | $8,951-40.7% |