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 | $57,660 | $65,566-12.1% | $86,235-33.1% | $75,177-23.3% |
| Participation rate | 97.1% | 60.5%+36.7pp | 69.0%+28.2pp | 67.2%+29.9pp |
| Annual return | 12.63% | 46.07%-33.4pp | 1170.03%-1157.4pp | 160.75%-148.1pp |
| Employer contribution / active EE | $310 | $1,553-80.0% | $2,381-87.0% | $2,671-88.4% |
| Participant deferral / active EE | $4,079 | $3,023+34.9% | $3,987+2.3% | $4,126-1.1% |
| Admin fee / account holder | $13,438 | $5,470+145.7% | $6,856+96.0% | $5,651+137.8% |