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 | $32,912 | $181,062-81.8% | $158,223-79.2% | $155,188-78.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 2.81% | 57.39%-54.6pp | 52.09%-49.3pp | 148.84%-146.0pp |
| Employer contribution / active EE | $470 | $4,565-89.7% | $4,109-88.6% | $4,248-88.9% |
| Participant deferral / active EE | $2,504 | $6,134-59.2% | $5,467-54.2% | $6,531-61.7% |
| Admin fee / account holder | $38,419 | $18,825+104.1% | $16,047+139.4% | $14,480+165.3% |