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 | $102,371 | $88,707+15.4% | $74,184+38.0% | $273,972-62.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.03% | 11.94%-12.0pp | 17.74%-17.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,380 | $4,212+4.0% | $3,550+23.4% | $5,287-17.2% |
| Admin fee / account holder | $982 | $8,717-88.7% | $5,586-82.4% | $10,133-90.3% |