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 | $64,975 | $201,264-67.7% | $184,185-64.7% | $145,978-55.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.58% | 29.00%-24.4pp | 28.81%-24.2pp | 550.52%-545.9pp |
| Employer contribution / active EE | $610 | $7,021-91.3% | $6,426-90.5% | $4,662-86.9% |
| Participant deferral / active EE | $3,840 | $9,806-60.8% | $9,132-58.0% | $6,690-42.6% |
| Admin fee / account holder | $541 | $16,376-96.7% | $13,909-96.1% | $13,400-96.0% |