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 | $70,077 | $157,296-55.4% | $141,191-50.4% | $152,897-54.2% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.5%+12.8pp |
| Annual return | -7.40% | 64.34%-71.7pp | 71.41%-78.8pp | 345.43%-352.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,358 | $7,111+101.9% | $6,710+114.0% | $5,851+145.4% |
| Admin fee / account holder | $1,272 | $12,125-89.5% | $10,264-87.6% | $11,599-89.0% |