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 | $18,773 | $80,812-76.8% | $160,784-88.3% | $82,448-77.2% |
| Participation rate | 76.3% | 66.2%+10.0pp | 77.0%-0.7pp | 68.1%+8.2pp |
| Annual return | 2.18% | 100.59%-98.4pp | 1803.92%-1801.7pp | 41.64%-39.5pp |
| Employer contribution / active EE | $339 | $2,174-84.4% | $3,733-90.9% | $2,551-86.7% |
| Participant deferral / active EE | $1,393 | $4,335-67.9% | $6,293-77.9% | $4,139-66.4% |
| Admin fee / account holder | $13,744 | $7,695+78.6% | $9,717+41.4% | $7,234+90.0% |