Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,538 | $138,078-78.6% | $125,363-76.4% | $134,509-78.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.42% | 750.49%-778.9pp | 572.15%-600.6pp | 418.13%-446.5pp |
| Employer contribution / active EE | $686 | $5,245-86.9% | $4,815-85.8% | $4,741-85.5% |
| Participant deferral / active EE | $15,567 | $7,800+99.6% | $7,447+109.0% | $6,400+143.2% |
| Admin fee / account holder | $1,200 | $11,566-89.6% | $10,005-88.0% | $11,427-89.5% |