Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,472 | $176,077-65.1% | $159,455-61.4% | $167,518-63.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 5.91% | 331.83%-325.9pp | 263.63%-257.7pp | 478.71%-472.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,402 | $7,751-43.2% | $7,353-40.1% | $6,342-30.6% |
| Admin fee / account holder | $8,128 | $12,556-35.3% | $10,800-24.7% | $12,312-34.0% |