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 | $27,426 | $110,410-75.2% | $102,437-73.2% | $145,897-81.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.74% | 24.85%-19.1pp | 24.95%-19.2pp | 552.29%-546.6pp |
| Employer contribution / active EE | $764 | $4,217-81.9% | $3,871-80.3% | $4,663-83.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $14,906 | $9,745+53.0% | $8,388+77.7% | $13,390+11.3% |