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 | $99,392 | $106,749-6.9% | $145,433-31.7% | $82,448+20.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.02% | 27.59%-15.6pp | 66.58%-54.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $28 | $3,444-99.2% | $4,554-99.4% | $2,551-98.9% |
| Participant deferral / active EE | $7,240 | $6,519+11.1% | $7,897-8.3% | $4,139+74.9% |
| Admin fee / account holder | $32,261 | $8,390+284.5% | $13,129+145.7% | $7,234+345.9% |