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 | $62,076 | $94,529-34.3% | $140,019-55.7% | $64,173-3.3% |
| Participation rate | 88.2% | 84.1%+4.1pp | 87.5%+0.7pp | 69.6%+18.7pp |
| Annual return | -9.74% | 7.77%-17.5pp | 651.15%-660.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,741 | $5,250+9.3% | $6,927-17.1% | $3,470+65.5% |
| Admin fee / account holder | $2,208 | $6,741-67.2% | $10,705-79.4% | $4,887-54.8% |