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 | $101,213 | $72,177+40.2% | $115,037-12.0% | $59,632+69.7% |
| Participation rate | 70.6% | 72.6%-2.0pp | 81.4%-10.8pp | 68.7%+1.9pp |
| Annual return | -5.62% | 12.02%-17.6pp | 26.14%-31.8pp | 2041.32%-2046.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,156 | $4,783+91.4% | $6,026+51.9% | $3,192+186.9% |
| Admin fee / account holder | $1,708 | $4,927-65.3% | $8,175-79.1% | $4,297-60.3% |