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 | $51,434 | $133,998-61.6% | $112,263-54.2% | $134,545-61.8% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -21.08% | 47.17%-68.3pp | 27.49%-48.6pp | 418.37%-439.4pp |
| Employer contribution / active EE | $492 | $4,040-87.8% | $3,636-86.5% | $4,742-89.6% |
| Participant deferral / active EE | $6,743 | $5,292+27.4% | $4,729+42.6% | $6,401+5.3% |
| Admin fee / account holder | $2,412 | $7,493-67.8% | $6,410-62.4% | $11,431-78.9% |