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 | $79,293 | $106,918-25.8% | $84,021-5.6% | $152,897-48.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 1.76% | 105.01%-103.3pp | 71.32%-69.6pp | 345.43%-343.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,665 | $4,012-58.5% | $3,239-48.6% | $5,851-71.5% |
| Admin fee / account holder | $25,022 | $8,288+201.9% | $6,102+310.1% | $11,599+115.7% |