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 | $71,052 | $166,242-57.3% | $165,071-57.0% | $145,884-51.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.35% | 100.44%-100.1pp | 70.17%-69.8pp | 551.85%-551.5pp |
| Employer contribution / active EE | $935 | $5,283-82.3% | $4,347-78.5% | $4,662-79.9% |
| Participant deferral / active EE | $10,359 | $6,964+48.7% | $6,035+71.6% | $6,690+54.9% |
| Admin fee / account holder | $2,650 | $16,658-84.1% | $12,695-79.1% | $13,392-80.2% |