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 | $13,895 | $43,344-67.9% | $59,899-76.8% | $64,173-78.3% |
| Participation rate | 97.4% | 69.2%+28.2pp | 74.7%+22.7pp | 69.6%+27.8pp |
| Annual return | -8.49% | -1.55%-6.9pp | 3.46%-11.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,171 | $2,547-54.0% | $3,402-65.6% | $3,470-66.2% |
| Admin fee / account holder | $484 | $3,008-83.9% | $3,592-86.5% | $4,887-90.1% |