Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,307 | $58,828-11.1% | $78,002-32.9% | $62,881-16.8% |
| Participation rate | 88.3% | 71.1%+17.3pp | 75.5%+12.8pp | 69.3%+19.0pp |
| Annual return | -5.08% | 17.16%-22.2pp | 425.99%-431.1pp | 20.14%-25.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,521 | $2,686-6.1% | $3,497-27.9% | $3,203-21.3% |
| Admin fee / account holder | $2,790 | $4,393-36.5% | $5,481-49.1% | $4,296-35.1% |