Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,780 | $160,070-62.0% | $147,117-58.7% | $145,897-58.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.93% | 98.69%-93.8pp | 420.54%-415.6pp | 552.29%-547.4pp |
| Employer contribution / active EE | $540 | $5,285-89.8% | $4,932-89.1% | $4,663-88.4% |
| Participant deferral / active EE | $6,750 | $8,419-19.8% | $8,065-16.3% | $6,689+0.9% |
| Admin fee / account holder | $20,065 | $15,035+33.5% | $12,993+54.4% | $13,390+49.8% |