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 | $43,606 | $60,128-27.5% | $90,440-51.8% | $79,852-45.4% |
| Participation rate | 82.9% | 65.0%+17.9pp | 72.7%+10.2pp | 69.6%+13.3pp |
| Annual return | 3.20% | 71.95%-68.7pp | 1294.38%-1291.2pp | 31.72%-28.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $926 | $2,939-68.5% | $3,964-76.6% | $3,740-75.2% |
| Admin fee / account holder | $4,535 | $3,977+14.0% | $5,615-19.2% | $5,306-14.5% |