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 | $106,724 | $77,449+37.8% | $69,483+53.6% | $152,909-30.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.5%+5.0pp |
| Annual return | 4.91% | 39.09%-34.2pp | 28.99%-24.1pp | 345.46%-340.6pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,225 | $4,415+41.0% | $3,537+76.0% | $5,851+6.4% |
| Admin fee / account holder | $216,856 | $6,210+3391.9% | $3,841+5545.8% | $11,601+1769.3% |