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 | $56,797 | $100,060-43.2% | $149,721-62.1% | $70,126-19.0% |
| Participation rate | 87.2% | 83.6%+3.7pp | 87.1%+0.2pp | 69.5%+17.7pp |
| Annual return | 10.00% | 27.46%-17.5pp | 1501.67%-1491.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,446 | $4,982-30.8% | $6,568-47.5% | $3,332+3.4% |
| Admin fee / account holder | $8,563 | $8,285+3.3% | $11,282-24.1% | $4,645+84.3% |