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 | $45,174 | $58,512-22.8% | $84,020-46.2% | $72,983-38.1% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.0%+21.9pp | 69.5%+21.4pp |
| Annual return | 15.73% | 28.93%-13.2pp | 71.31%-55.6pp | 81.01%-65.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,310 | $2,394-45.3% | $3,239-59.6% | $3,608-63.7% |
| Admin fee / account holder | $5,271 | $4,569+15.4% | $6,101-13.6% | $5,124+2.9% |