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 | $8,123 | $51,638-84.3% | $68,368-88.1% | $82,448-90.1% |
| Participation rate | 77.5% | 63.6%+13.9pp | 73.8%+3.7pp | 68.1%+9.4pp |
| Annual return | 7.46% | 37.53%-30.1pp | 292.57%-285.1pp | 41.64%-34.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,764 | $2,914-5.1% | $4,123-33.0% | $4,139-33.2% |
| Admin fee / account holder | $1,667 | $4,643-64.1% | $5,150-67.6% | $7,234-77.0% |