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 | $72,313 | $124,314-41.8% | $109,163-33.8% | $167,518-56.8% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 7.56% | 26.04%-18.5pp | 25.75%-18.2pp | 478.71%-471.1pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,754 | $5,256-28.6% | $4,654-19.3% | $6,342-40.8% |
| Admin fee / account holder | $941 | $7,973-88.2% | $6,754-86.1% | $12,312-92.4% |