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 | $34,793 | $183,539-81.0% | $155,556-77.6% | $145,897-76.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 7.88% | 61.31%-53.4pp | 64.84%-57.0pp | 552.29%-544.4pp |
| Employer contribution / active EE | $708 | $5,315-86.7% | $4,675-84.9% | $4,663-84.8% |
| Participant deferral / active EE | $2,849 | $6,467-55.9% | $5,631-49.4% | $6,689-57.4% |
| Admin fee / account holder | $19,849 | $19,275+3.0% | $15,885+25.0% | $13,390+48.2% |