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 | $47,092 | $111,535-57.8% | $105,223-55.2% | $137,256-65.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 7.36% | 237.85%-230.5pp | 180.65%-173.3pp | 220.34%-213.0pp |
| Employer contribution / active EE | -$6 | $3,939-100.2% | $3,689-100.2% | $4,156-100.2% |
| Participant deferral / active EE | $3,738 | $5,500-32.0% | $5,072-26.3% | $6,407-41.7% |
| Admin fee / account holder | $36,914 | $9,721+279.7% | $8,859+316.7% | $12,270+200.8% |