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 | $21,087 | $100,805-79.1% | $86,698-75.7% | $134,532-84.3% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -21.97% | 29.09%-51.1pp | 35.95%-57.9pp | 418.27%-440.2pp |
| Employer contribution / active EE | $223 | $3,490-93.6% | $2,837-92.1% | $4,741-95.3% |
| Participant deferral / active EE | $3,058 | $5,339-42.7% | $4,656-34.3% | $6,401-52.2% |
| Admin fee / account holder | $545 | $10,925-95.0% | $7,493-92.7% | $11,429-95.2% |