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 | $77,328 | $210,698-63.3% | $178,014-56.6% | $145,959-47.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.40% | 386.27%-383.9pp | 294.80%-292.4pp | 561.95%-559.6pp |
| Employer contribution / active EE | $471 | $4,567-89.7% | $3,950-88.1% | $4,661-89.9% |
| Participant deferral / active EE | $1,581 | $6,958-77.3% | $6,276-74.8% | $6,689-76.4% |
| Admin fee / account holder | $242,584 | $12,016+1918.8% | $10,362+2241.2% | $13,398+1710.6% |