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 | $18,793 | $118,875-84.2% | $96,572-80.5% | $167,553-88.8% |
| Participation rate | 94.4% | 75.5%+19.0pp | 69.8%+24.6pp | 82.1%+12.3pp |
| Annual return | 7.47% | 50.50%-43.0pp | 37.79%-30.3pp | 478.89%-471.4pp |
| Employer contribution / active EE | $459 | $3,121-85.3% | $2,357-80.5% | $4,840-90.5% |
| Participant deferral / active EE | $2,294 | $4,617-50.3% | $3,850-40.4% | $6,343-63.8% |
| Admin fee / account holder | $1,199 | $8,070-85.1% | $6,183-80.6% | $12,316-90.3% |