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 | $54,370 | $67,606-19.6% | $82,313-33.9% | $70,131-22.5% |
| Participation rate | 74.0% | 72.8%+1.2pp | 76.9%-2.9pp | 69.5%+4.4pp |
| Annual return | 10.03% | 21.57%-11.5pp | 25.88%-15.8pp | 73.14%-63.1pp |
| Employer contribution / active EE | $325 | $1,755-81.5% | $2,428-86.6% | $2,342-86.1% |
| Participant deferral / active EE | $2,796 | $2,987-6.4% | $3,706-24.6% | $3,332-16.1% |
| Admin fee / account holder | $2,662 | $4,512-41.0% | $5,608-52.5% | $4,645-42.7% |