Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,776 | $99,668-70.1% | $86,451-65.6% | $134,545-77.9% |
| Participation rate | 77.3% | 82.1%-4.8pp | 80.3%-3.1pp | 81.2%-4.0pp |
| Annual return | -20.94% | 6789.61%-6810.6pp | 4398.51%-4419.5pp | 418.37%-439.3pp |
| Employer contribution / active EE | $497 | $4,403-88.7% | $3,770-86.8% | $4,742-89.5% |
| Participant deferral / active EE | $5,176 | $7,249-28.6% | $6,953-25.6% | $6,401-19.1% |
| Admin fee / account holder | $2,903 | $8,377-65.3% | $6,734-56.9% | $11,431-74.6% |