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 | $64,354 | $202,345-68.2% | $172,755-62.7% | $152,885-57.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.24% | 1029.77%-1026.5pp | 802.94%-799.7pp | 345.39%-342.2pp |
| Employer contribution / active EE | $1,203 | $5,858-79.5% | $5,144-76.6% | $4,763-74.7% |
| Participant deferral / active EE | $8,537 | $5,948+43.5% | $5,198+64.2% | $5,851+45.9% |
| Admin fee / account holder | $1,101 | $17,111-93.6% | $13,955-92.1% | $11,598-90.5% |