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 | $176,436 | $81,870+115.5% | $119,622+47.5% | $68,486+157.6% |
| Participation rate | 83.8% | 71.9%+11.9pp | 79.3%+4.5pp | 67.9%+15.9pp |
| Annual return | -20.46% | -23.82%+3.4pp | -14.98%-5.5pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $17,184 | $4,148+314.3% | $5,601+206.8% | $4,028+326.7% |
| Admin fee / account holder | $3,906 | $6,583-40.7% | $10,328-62.2% | $5,404-27.7% |