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 | $25,974 | $78,690-67.0% | $161,489-83.9% | $87,485-70.3% |
| Participation rate | 89.2% | 67.5%+21.7pp | 78.7%+10.5pp | 68.9%+20.3pp |
| Annual return | 11.31% | 32.74%-21.4pp | 89.72%-78.4pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,687 | $3,311-49.1% | $5,630-70.0% | $4,274-60.5% |
| Admin fee / account holder | $4,447 | $6,724-33.9% | $16,006-72.2% | $7,775-42.8% |