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 | $49,032 | $138,078-64.5% | $125,363-60.9% | $134,509-63.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.93% | 750.49%-771.4pp | 572.15%-593.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $623 | $5,245-88.1% | $4,815-87.1% | $4,741-86.9% |
| Participant deferral / active EE | $3,135 | $7,800-59.8% | $7,447-57.9% | $6,400-51.0% |
| Admin fee / account holder | $44,758 | $11,566+287.0% | $10,005+347.3% | $11,427+291.7% |