Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,752 | $77,164-73.1% | $178,014-88.3% | $80,874-74.3% |
| Participation rate | 87.5% | 65.7%+21.8pp | 77.1%+10.4pp | 67.6%+19.9pp |
| Annual return | 10.49% | 18.09%-7.6pp | 294.80%-284.3pp | 35.62%-25.1pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,090 | $4,408-52.6% | $6,276-66.7% | $4,297-51.4% |
| Admin fee / account holder | $992 | $7,164-86.1% | $10,362-90.4% | $6,935-85.7% |