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 | $50,382 | $98,779-49.0% | $149,751-66.4% | $79,859-36.9% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.5%+7.1pp | 69.6%+19.9pp |
| Annual return | -8.17% | 27.38%-35.5pp | 276.71%-284.9pp | 31.71%-39.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,343 | $5,682+117.2% | $6,843+80.4% | $3,741+230.0% |
| Admin fee / account holder | $6,188 | $6,053+2.2% | $9,312-33.5% | $5,307+16.6% |