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 | $54,349 | $59,813-9.1% | $79,580-31.7% | $68,486-20.6% |
| Participation rate | 79.2% | 61.1%+18.1pp | 69.5%+9.7pp | 67.9%+11.3pp |
| Annual return | -24.38% | -12.30%-12.1pp | 0.15%-24.5pp | -7.85%-16.5pp |
| Employer contribution / active EE | $219 | $1,505-85.4% | $2,413-90.9% | $2,597-91.6% |
| Participant deferral / active EE | $2,633 | $3,024-13.0% | $3,985-33.9% | $4,028-34.6% |
| Admin fee / account holder | $750 | $4,835-84.5% | $6,835-89.0% | $5,404-86.1% |