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 | $101,452 | $176,120-42.4% | $159,487-36.4% | $167,553-39.5% |
| Participation rate | 92.9% | 85.0%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 9.73% | 331.95%-322.2pp | 263.71%-254.0pp | 478.89%-469.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,784 | $7,752-12.5% | $7,354-7.7% | $6,343+7.0% |
| Admin fee / account holder | $16,253 | $12,561+29.4% | $10,804+50.4% | $12,316+32.0% |