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 | $35,962 | $116,203-69.1% | $93,621-61.6% | $152,909-76.5% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.8%+19.2pp | 82.5%+12.5pp |
| Annual return | 8.84% | 35.96%-27.1pp | 32.76%-23.9pp | 345.46%-336.6pp |
| Employer contribution / active EE | $140 | $3,219-95.6% | $2,719-94.8% | $4,764-97.1% |
| Participant deferral / active EE | $2,308 | $4,605-49.9% | $4,070-43.3% | $5,851-60.6% |
| Admin fee / account holder | $51,193 | $10,751+376.2% | $7,890+548.8% | $11,601+341.3% |