Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,451 | $117,904-69.9% | $102,457-65.4% | $145,978-75.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.98% | 31.80%-23.8pp | 29.41%-21.4pp | 550.52%-542.5pp |
| Employer contribution / active EE | $234 | $3,613-93.5% | $3,022-92.2% | $4,662-95.0% |
| Participant deferral / active EE | $5,243 | $5,733-8.6% | $5,054+3.7% | $6,690-21.6% |
| Admin fee / account holder | $10,430 | $13,329-21.8% | $9,451+10.4% | $13,400-22.2% |