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 | $38,140 | $202,345-81.2% | $172,755-77.9% | $152,885-75.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.72% | 1029.77%-1024.0pp | 802.94%-797.2pp | 345.39%-339.7pp |
| Employer contribution / active EE | $691 | $5,858-88.2% | $5,144-86.6% | $4,763-85.5% |
| Participant deferral / active EE | $3,156 | $5,948-46.9% | $5,198-39.3% | $5,851-46.1% |
| Admin fee / account holder | $321 | $17,111-98.1% | $13,955-97.7% | $11,598-97.2% |