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 | $83,067 | $140,592-40.9% | $123,106-32.5% | $125,388-33.8% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -3.74% | 16.80%-20.5pp | 13.22%-17.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $884 | $6,041-85.4% | $5,151-82.8% | $4,866-81.8% |
| Participant deferral / active EE | $4,519 | $6,980-35.3% | $6,229-27.5% | $5,352-15.6% |
| Admin fee / account holder | $8,668 | $11,198-22.6% | $9,015-3.8% | $9,541-9.1% |