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 | $15,603 | $65,712-76.3% | $57,196-72.7% | $273,972-94.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.55% | 22.01%-21.5pp | 14.59%-14.0pp | 41.46%-40.9pp |
| Employer contribution / active EE | $47 | $3,280-98.6% | $2,683-98.2% | $4,869-99.0% |
| Participant deferral / active EE | $1,600 | $3,782-57.7% | $3,096-48.3% | $5,287-69.7% |
| Admin fee / account holder | $2,619 | $4,838-45.9% | $3,141-16.6% | $10,133-74.2% |