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 | $99,408 | $138,076-28.0% | $123,553-19.5% | $135,380-26.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -11.48% | 153.70%-165.2pp | 119.21%-130.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $414 | $5,152-92.0% | $4,628-91.1% | $4,779-91.3% |
| Participant deferral / active EE | $5,102 | $6,800-25.0% | $6,426-20.6% | $5,609-9.0% |
| Admin fee / account holder | $809 | $10,917-92.6% | $9,284-91.3% | $10,828-92.5% |