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 | $78,563 | $138,393-43.2% | $184,256-57.4% | $80,959-3.0% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.7%+26.3pp |
| Annual return | 10.40% | 20.01%-9.6pp | 28.85%-18.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,056 | $7,076+56.2% | $9,133+21.1% | $4,300+157.1% |
| Admin fee / account holder | $5,680 | $10,489-45.8% | $13,899-59.1% | $6,925-18.0% |