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 | $54,455 | $91,537-40.5% | $130,045-58.1% | $75,173-27.6% |
| Participation rate | 72.7% | 71.5%+1.3pp | 78.5%-5.8pp | 67.2%+5.5pp |
| Annual return | 6.86% | -631.55%+638.4pp | -137.30%+144.2pp | 160.72%-153.9pp |
| Employer contribution / active EE | $584 | $2,845-79.5% | $4,321-86.5% | $2,671-78.1% |
| Participant deferral / active EE | $2,932 | $4,343-32.5% | $5,820-49.6% | $4,126-29.0% |
| Admin fee / account holder | $108,674 | $6,780+1502.9% | $10,600+925.2% | $5,651+1823.3% |