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 | $80,130 | $99,011-19.1% | $86,582-7.5% | $147,586-45.7% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 7.87% | 1312.75%-1304.9pp | 965.08%-957.2pp | 578.59%-570.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,928 | $3,972-51.5% | $3,609-46.6% | $5,439-64.5% |
| Admin fee / account holder | $2,451 | $5,709-57.1% | $4,904-50.0% | $10,886-77.5% |