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 | $47,515 | $60,349-21.3% | $74,184-35.9% | $62,881-24.4% |
| Participation rate | 74.6% | 72.7%+1.9pp | 76.6%-2.0pp | 69.3%+5.3pp |
| Annual return | -4.00% | 21.38%-25.4pp | 17.74%-21.7pp | 20.14%-24.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,076 | $2,856-27.3% | $3,550-41.5% | $3,203-35.2% |
| Admin fee / account holder | $1,025 | $4,261-75.9% | $5,586-81.7% | $4,296-76.1% |