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 | $48,150 | $124,187-61.2% | $108,410-55.6% | $167,518-71.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -14.40% | 1379.80%-1394.2pp | 905.34%-919.7pp | 478.71%-493.1pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,475 | $6,908-64.2% | $6,562-62.3% | $6,342-61.0% |
| Admin fee / account holder | $37,900 | $9,456+300.8% | $7,296+419.5% | $12,312+207.8% |