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 | $72,245 | $126,661-43.0% | $113,397-36.3% | $138,895-48.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | -0.86% | 25.05%-25.9pp | 23.20%-24.1pp | 145.39%-146.3pp |
| Employer contribution / active EE | $273 | $3,456-92.1% | $2,977-90.8% | $4,194-93.5% |
| Participant deferral / active EE | $6,658 | $5,693+17.0% | $5,076+31.2% | $6,396+4.1% |
| Admin fee / account holder | $105,509 | $14,549+625.2% | $11,957+782.4% | $12,562+739.9% |