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 | $27,505 | $80,748-65.9% | $102,383-73.1% | $74,429-63.0% |
| Participation rate | 87.4% | 65.7%+21.7pp | 74.5%+12.9pp | 67.2%+20.2pp |
| Annual return | 10.87% | 27.57%-16.7pp | 24.94%-14.1pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $696 | $3,159-78.0% | $3,870-82.0% | $2,625-73.5% |
| Participant deferral / active EE | $2,455 | $3,861-36.4% | $5,060-51.5% | $4,348-43.5% |
| Admin fee / account holder | $1,278 | $2,371-46.1% | $8,391-84.8% | $1,944-34.3% |