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 | $78,046 | $82,674-5.6% | $125,363-37.7% | $68,495+13.9% |
| Participation rate | 79.4% | 75.0%+4.4pp | 82.4%-3.0pp | 67.9%+11.5pp |
| Annual return | -19.46% | -5.97%-13.5pp | 572.15%-591.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $517 | $3,382-84.7% | $4,815-89.3% | $2,596-80.1% |
| Participant deferral / active EE | $2,872 | $6,111-53.0% | $7,447-61.4% | $4,028-28.7% |
| Admin fee / account holder | $14,767 | $6,276+135.3% | $10,005+47.6% | $5,403+173.3% |