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 | $84,700 | $46,877+80.7% | $122,354-30.8% | $70,126+20.8% |
| Participation rate | 89.7% | 58.2%+31.4pp | 71.6%+18.0pp | 69.5%+20.1pp |
| Annual return | 10.44% | 24.22%-13.8pp | 30.28%-19.8pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,187 | $2,167+47.0% | $3,287-3.1% | $3,332-4.4% |
| Admin fee / account holder | $2,327 | $3,324-30.0% | $5,479-57.5% | $4,645-49.9% |