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 | $126,552 | $54,370+132.8% | $82,763+52.9% | $68,490+84.8% |
| Participation rate | 96.2% | 63.9%+32.3pp | 72.6%+23.7pp | 67.9%+28.3pp |
| Annual return | -20.62% | -13.67%-6.9pp | 702.45%-723.1pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,942 | $3,247+206.2% | $4,395+126.2% | $4,028+146.8% |
| Admin fee / account holder | $7,568 | $4,398+72.1% | $5,325+42.1% | $5,403+40.1% |