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 | $22,509 | $81,358-72.3% | $155,556-85.5% | $80,959-72.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.49% | 33.39%-26.9pp | 64.84%-58.3pp | 35.67%-29.2pp |
| Employer contribution / active EE | $163 | $3,106-94.8% | $4,675-96.5% | $2,757-94.1% |
| Participant deferral / active EE | $1,167 | $3,455-66.2% | $5,631-79.3% | $4,300-72.9% |
| Admin fee / account holder | $2,612 | $7,994-67.3% | $15,885-83.6% | $6,925-62.3% |