Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,212 | $48,314-78.9% | $67,561-84.9% | $80,925-87.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 8.47% | 18.28%-9.8pp | 3525.44%-3517.0pp | 35.65%-27.2pp |
| Employer contribution / active EE | $252 | $2,022-87.5% | $2,735-90.8% | $2,756-90.8% |
| Participant deferral / active EE | $1,222 | $2,927-58.3% | $4,003-69.5% | $4,299-71.6% |
| Admin fee / account holder | $456 | $3,690-87.6% | $4,006-88.6% | $6,940-93.4% |