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 | $245,641 | $110,083+123.1% | $151,628+62.0% | $68,495+258.6% |
| Participation rate | 70.6% | 84.0%-13.4pp | 87.5%-16.9pp | 67.9%+2.7pp |
| Annual return | -18.90% | -10.12%-8.8pp | 3.34%-22.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,759 | $6,526+34.2% | $8,363+4.7% | $4,028+117.5% |
| Admin fee / account holder | $3,385 | $7,718-56.1% | $11,613-70.9% | $5,403-37.4% |