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 | $60,578 | $79,894-24.2% | $135,792-55.4% | $82,637-26.7% |
| Participation rate | 72.0% | 63.0%+9.0pp | 72.6%-0.6pp | 68.1%+3.9pp |
| Annual return | 10.31% | 17.20%-6.9pp | 25.96%-15.6pp | 53.51%-43.2pp |
| Employer contribution / active EE | $273 | $2,165-87.4% | $3,496-92.2% | $2,552-89.3% |
| Participant deferral / active EE | $2,638 | $3,194-17.4% | $4,759-44.6% | $4,126-36.1% |
| Admin fee / account holder | $4,694 | $6,434-27.0% | $12,266-61.7% | $7,339-36.0% |