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 | $20,324 | $58,311-65.1% | $81,882-75.2% | $80,959-74.9% |
| Participation rate | 78.8% | 63.5%+15.3pp | 72.4%+6.4pp | 67.7%+11.1pp |
| Annual return | 8.67% | 41.85%-33.2pp | 779.47%-770.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $41 | $2,347-98.3% | $2,916-98.6% | $2,757-98.5% |
| Participant deferral / active EE | $1,278 | $3,287-61.1% | $4,323-70.4% | $4,300-70.3% |
| Admin fee / account holder | $5,215 | $4,752+9.7% | $7,360-29.1% | $6,925-24.7% |