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 | $51,778 | $59,839-13.5% | $81,991-36.8% | $79,852-35.2% |
| Participation rate | 74.2% | 61.6%+12.6pp | 69.3%+4.9pp | 69.6%+4.6pp |
| Annual return | 10.25% | 17.56%-7.3pp | 41.31%-31.1pp | 31.72%-21.5pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,614 | $2,695+34.1% | $3,722-2.9% | $3,740-3.4% |
| Admin fee / account holder | $6,627 | $4,287+54.6% | $5,665+17.0% | $5,306+24.9% |