Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,659 | $68,586-62.6% | $120,380-78.7% | $80,911-68.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 9.84% | 23.62%-13.8pp | 107.28%-97.4pp | 35.63%-25.8pp |
| Employer contribution / active EE | $85 | $2,053-95.9% | $3,465-97.6% | $2,756-96.9% |
| Participant deferral / active EE | $2,397 | $3,174-24.5% | $4,992-52.0% | $4,297-44.2% |
| Admin fee / account holder | $1,924 | $5,733-66.4% | $9,421-79.6% | $6,935-72.3% |