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 | $50,841 | $167,353-69.6% | $143,797-64.6% | $134,545-62.2% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -20.68% | 0.48%-21.2pp | -0.04%-20.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $312 | $5,620-94.4% | $4,952-93.7% | $4,742-93.4% |
| Participant deferral / active EE | $2,607 | $6,447-59.6% | $5,638-53.8% | $6,401-59.3% |
| Admin fee / account holder | $6,702 | $18,096-63.0% | $14,679-54.3% | $11,431-41.4% |