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 | $75,284 | $81,870-8.0% | $119,634-37.1% | $68,490+9.9% |
| Participation rate | 70.4% | 71.9%-1.5pp | 79.3%-8.9pp | 67.9%+2.5pp |
| Annual return | -19.36% | -23.82%+4.5pp | -14.98%-4.4pp | -7.85%-11.5pp |
| Employer contribution / active EE | $396 | $2,692-85.3% | $4,232-90.7% | $2,597-84.8% |
| Participant deferral / active EE | $8,287 | $4,148+99.8% | $5,601+48.0% | $4,028+105.7% |
| Admin fee / account holder | $9,449 | $6,583+43.5% | $10,329-8.5% | $5,403+74.9% |