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 | $9,453 | $55,930-83.1% | $76,089-87.6% | $80,925-88.3% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 9.70% | 20.58%-10.9pp | 360.94%-351.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,132 | $3,051-62.9% | $4,259-73.4% | $4,299-73.7% |
| Admin fee / account holder | $2,184 | $5,241-58.3% | $6,418-66.0% | $6,940-68.5% |