Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $53,531 | $212,386-74.8% | $199,883-73.2% | $138,895-61.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 4.71% | 47.75%-43.0pp | 43.81%-39.1pp | 145.39%-140.7pp |
| Employer contribution / active EE | $1,268 | $6,625-80.9% | $6,261-79.8% | $4,194-69.8% |
| Participant deferral / active EE | $6,213 | $9,617-35.4% | $9,138-32.0% | $6,396-2.9% |
| Admin fee / account holder | $2,900 | $18,233-84.1% | $17,268-83.2% | $12,562-76.9% |