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 | $90,267 | $138,078-34.6% | $125,363-28.0% | $134,509-32.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.93% | 750.49%-772.4pp | 572.15%-594.1pp | 418.13%-440.1pp |
| Employer contribution / active EE | $863 | $5,245-83.6% | $4,815-82.1% | $4,741-81.8% |
| Participant deferral / active EE | $10,116 | $7,800+29.7% | $7,447+35.8% | $6,400+58.1% |
| Admin fee / account holder | $462 | $11,566-96.0% | $10,005-95.4% | $11,427-96.0% |