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 | $84,601 | $197,637-57.2% | $177,848-52.4% | $158,982-46.8% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | -5.65% | 58.77%-64.4pp | 48.33%-54.0pp | 302.99%-308.6pp |
| Employer contribution / active EE | $394 | $6,698-94.1% | $5,919-93.3% | $4,763-91.7% |
| Participant deferral / active EE | $10,083 | $8,405+20.0% | $7,714+30.7% | $5,983+68.5% |
| Admin fee / account holder | $323 | $15,406-97.9% | $12,431-97.4% | $11,252-97.1% |