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 | $79,786 | $78,428+1.7% | $95,960-16.9% | $79,852-0.1% |
| Participation rate | 78.1% | 73.5%+4.6pp | 77.1%+1.0pp | 69.6%+8.5pp |
| Annual return | 9.40% | 19.37%-10.0pp | 91.63%-82.2pp | 31.72%-22.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,386 | $3,440-1.6% | $4,167-18.7% | $3,740-9.5% |
| Admin fee / account holder | $2,125 | $5,622-62.2% | $6,797-68.7% | $5,306-60.0% |