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 | $130,296 | $100,041+30.2% | $149,718-13.0% | $70,131+85.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.77% | 27.43%-15.7pp | 1501.67%-1489.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $800 | $3,662-78.2% | $5,445-85.3% | $2,342-65.8% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,114 | $8,286-14.2% | $11,283-37.0% | $4,645+53.1% |