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 | $94,778 | $102,429-7.5% | $147,096-35.6% | $80,925+17.1% |
| Participation rate | 70.5% | 75.9%-5.4pp | 82.2%-11.7pp | 67.7%+2.8pp |
| Annual return | 10.09% | 135.02%-124.9pp | 419.75%-409.7pp | 35.65%-25.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,909 | $6,649-41.2% | $8,071-51.6% | $4,299-9.1% |
| Admin fee / account holder | $21,197 | $7,957+166.4% | $13,005+63.0% | $6,940+205.4% |