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 | $29,967 | $87,132-65.6% | $105,624-71.6% | $80,959-63.0% |
| Participation rate | 71.4% | 70.4%+1.0pp | 75.3%-3.8pp | 67.7%+3.8pp |
| Annual return | 10.15% | 17.03%-6.9pp | 116.20%-106.1pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,634 | $3,985+16.3% | $5,013-7.6% | $4,300+7.7% |
| Admin fee / account holder | $4,785 | $8,449-43.4% | $10,961-56.4% | $6,925-30.9% |