Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,294 | $102,429-46.0% | $147,096-62.4% | $80,925-31.7% |
| Participation rate | 76.9% | 75.9%+1.1pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 10.11% | 135.02%-124.9pp | 419.75%-409.6pp | 35.65%-25.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,071 | $6,649-38.8% | $8,071-49.6% | $4,299-5.3% |
| Admin fee / account holder | $307 | $7,957-96.1% | $13,005-97.6% | $6,940-95.6% |