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 | $26,868 | $56,894-52.8% | $84,753-68.3% | $62,881-57.3% |
| Participation rate | 96.4% | 68.5%+27.9pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 3.37% | 6.30%-2.9pp | 22.78%-19.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $279 | $2,400-88.4% | $3,574-92.2% | $2,281-87.8% |
| Participant deferral / active EE | $2,996 | $2,709+10.6% | $3,712-19.3% | $3,203-6.5% |
| Admin fee / account holder | $11,806 | $3,581+229.7% | $5,333+121.4% | $4,296+174.8% |