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 | $102,756 | $98,776+4.0% | $149,745-31.4% | $79,856+28.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.2pp |
| Annual return | -1.86% | 27.38%-29.2pp | 276.72%-278.6pp | 31.71%-33.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,333 | $5,681-6.1% | $6,843-22.1% | $3,741+42.6% |
| Admin fee / account holder | $2,746 | $6,053-54.6% | $9,312-70.5% | $5,306-48.2% |