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 | $40,365 | $197,637-79.6% | $177,848-77.3% | $158,982-74.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 4.73% | 58.77%-54.0pp | 48.33%-43.6pp | 302.99%-298.3pp |
| Employer contribution / active EE | $171 | $6,698-97.4% | $5,919-97.1% | $4,763-96.4% |
| Participant deferral / active EE | $5,019 | $8,405-40.3% | $7,714-34.9% | $5,983-16.1% |
| Admin fee / account holder | $2,114 | $15,406-86.3% | $12,431-83.0% | $11,252-81.2% |