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 | $127,920 | $167,352-23.6% | $143,788-11.0% | $134,509-4.9% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -22.33% | 0.47%-22.8pp | -0.03%-22.3pp | 418.13%-440.5pp |
| Employer contribution / active EE | $494 | $5,620-91.2% | $4,952-90.0% | $4,741-89.6% |
| Participant deferral / active EE | $4,738 | $6,447-26.5% | $5,638-16.0% | $6,400-26.0% |
| Admin fee / account holder | $2,438 | $18,091-86.5% | $14,675-83.4% | $11,427-78.7% |