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 | $78,199 | $88,754-11.9% | $81,820-4.4% | $145,877-46.4% |
| Participation rate | 76.5% | 75.1%+1.4pp | 72.4%+4.1pp | 80.3%-3.8pp |
| Annual return | 5.41% | 1031.77%-1026.4pp | 777.93%-772.5pp | 551.28%-545.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,927 | $4,648-15.5% | $4,323-9.1% | $6,691-41.3% |
| Admin fee / account holder | $9,831 | $8,424+16.7% | $7,391+33.0% | $13,402-26.6% |