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 | $95,462 | $72,426+31.8% | $67,560+41.3% | $145,897-34.6% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 5.89% | 7226.78%-7220.9pp | 3533.50%-3527.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,564 | $4,785+16.3% | $4,004+39.0% | $6,689-16.8% |
| Admin fee / account holder | $71,082 | $5,514+1189.1% | $3,994+1679.7% | $13,390+430.8% |