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 | $33,041 | $91,537-63.9% | $130,045-74.6% | $75,173-56.0% |
| Participation rate | 86.0% | 71.5%+14.5pp | 78.5%+7.5pp | 67.2%+18.8pp |
| Annual return | 4.63% | -631.55%+636.2pp | -137.30%+141.9pp | 160.72%-156.1pp |
| Employer contribution / active EE | $710 | $2,845-75.1% | $4,321-83.6% | $2,671-73.4% |
| Participant deferral / active EE | $2,781 | $4,343-36.0% | $5,820-52.2% | $4,126-32.6% |
| Admin fee / account holder | $8,750 | $6,780+29.1% | $10,600-17.5% | $5,651+54.8% |