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 | $56,363 | $180,459-68.8% | $154,108-63.4% | $135,380-58.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -14.51% | 888.21%-902.7pp | 735.21%-749.7pp | 519.81%-534.3pp |
| Employer contribution / active EE | $1,176 | $6,035-80.5% | $5,298-77.8% | $4,779-75.4% |
| Participant deferral / active EE | $3,460 | $5,806-40.4% | $5,081-31.9% | $5,609-38.3% |
| Admin fee / account holder | $1,241 | $16,145-92.3% | $13,411-90.7% | $10,828-88.5% |