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 | $113,440 | $156,398-27.5% | $147,318-23.0% | $138,895-18.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | -0.83% | 78.75%-79.6pp | 70.43%-71.3pp | 145.39%-146.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $22,882 | $8,237+177.8% | $7,906+189.4% | $6,396+257.7% |
| Admin fee / account holder | $1,083,010 | $14,976+7131.8% | $13,708+7800.8% | $12,562+8521.2% |