Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $54,804 | $70,121-21.8% | $63,803-14.1% | $138,895-60.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 9.19% | 946.48%-937.3pp | 543.72%-534.5pp | 145.39%-136.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $31,000 | $4,535+583.5% | $3,843+706.6% | $6,396+384.7% |
| Admin fee / account holder | $2,319 | $6,738-65.6% | $5,196-55.4% | $12,562-81.5% |