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 | $46,353 | $94,529-51.0% | $140,019-66.9% | $64,173-27.8% |
| Participation rate | 82.8% | 84.1%-1.3pp | 87.5%-4.7pp | 69.6%+13.2pp |
| Annual return | -12.02% | 7.77%-19.8pp | 651.15%-663.2pp | 7.63%-19.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,634 | $5,250+45.4% | $6,927+10.2% | $3,470+120.0% |
| Admin fee / account holder | $927 | $6,741-86.2% | $10,705-91.3% | $4,887-81.0% |