Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,953 | $86,940-46.0% | $102,434-54.2% | $80,935-42.0% |
| Participation rate | 85.4% | 72.4%+13.0pp | 76.5%+8.9pp | 67.7%+17.7pp |
| Annual return | 9.81% | 18.89%-9.1pp | 29.46%-19.6pp | 35.66%-25.8pp |
| Employer contribution / active EE | $665 | $2,370-71.9% | $3,023-78.0% | $2,757-75.9% |
| Participant deferral / active EE | $2,147 | $4,121-47.9% | $5,055-57.5% | $4,299-50.1% |
| Admin fee / account holder | $4,695 | $8,047-41.6% | $9,462-50.4% | $6,924-32.2% |