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 | $21,286 | $52,353-59.3% | $120,225-82.3% | $82,448-74.2% |
| Participation rate | 78.4% | 58.3%+20.1pp | 69.6%+8.9pp | 68.1%+10.4pp |
| Annual return | 2.87% | 61.85%-59.0pp | 439.23%-436.4pp | 41.64%-38.8pp |
| Employer contribution / active EE | $106 | $1,510-93.0% | $3,475-97.0% | $2,551-95.8% |
| Participant deferral / active EE | $1,177 | $2,627-55.2% | $3,999-70.6% | $4,139-71.6% |
| Admin fee / account holder | $6,831 | $4,363+56.6% | $5,696+19.9% | $7,234-5.6% |