Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $86,396 | $175,259-50.7% | $149,723-42.3% | $139,487-38.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -21.30% | 166.82%-188.1pp | 134.50%-155.8pp | 373.84%-395.1pp |
| Employer contribution / active EE | $846 | $5,478-84.6% | $4,821-82.4% | $4,755-82.2% |
| Participant deferral / active EE | $4,500 | $6,522-31.0% | $5,682-20.8% | $6,713-33.0% |
| Admin fee / account holder | $4,611 | $16,158-71.5% | $13,215-65.1% | $11,407-59.6% |