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 | $42,750 | $171,867-75.1% | $149,721-71.4% | $147,586-71.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 7.66% | 2113.36%-2105.7pp | 1501.67%-1494.0pp | 578.59%-570.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,500 | $7,270-38.1% | $6,568-31.5% | $5,439-17.3% |
| Admin fee / account holder | $6,460 | $13,799-53.2% | $11,282-42.7% | $10,886-40.7% |