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 | $29,025 | $104,924-72.3% | $84,623-65.7% | $152,885-81.0% |
| Participation rate | 85.0% | 74.8%+10.2pp | 68.2%+16.8pp | 82.5%+2.5pp |
| Annual return | 4.71% | 373.82%-369.1pp | 258.77%-254.1pp | 345.39%-340.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,150 | $4,689-32.8% | $3,899-19.2% | $5,851-46.2% |
| Admin fee / account holder | $28,239 | $6,242+352.4% | $4,913+474.8% | $11,598+143.5% |