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 | $25,975 | $56,894-54.3% | $84,753-69.4% | $62,881-58.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -2.68% | 6.30%-9.0pp | 22.78%-25.5pp | 20.14%-22.8pp |
| Employer contribution / active EE | $228 | $2,400-90.5% | $3,574-93.6% | $2,281-90.0% |
| Participant deferral / active EE | $1,140 | $2,709-57.9% | $3,712-69.3% | $3,203-64.4% |
| Admin fee / account holder | $942 | $3,581-73.7% | $5,333-82.3% | $4,296-78.1% |