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 | $104,581 | $209,425-50.1% | $178,499-41.4% | $158,966-34.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -39.65% | 188.80%-228.4pp | 151.10%-190.7pp | 302.95%-342.6pp |
| Employer contribution / active EE | $470 | $5,707-91.8% | $5,011-90.6% | $4,762-90.1% |
| Participant deferral / active EE | $14,667 | $5,955+146.3% | $5,202+181.9% | $5,983+145.1% |
| Admin fee / account holder | $359 | $17,078-97.9% | $13,986-97.4% | $11,250-96.8% |