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 | $188,183 | $99,668+88.8% | $86,451+117.7% | $134,545+39.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.48% | 6789.61%-6811.1pp | 4398.51%-4420.0pp | 418.37%-439.8pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,667 | $7,249-49.4% | $6,953-47.3% | $6,401-42.7% |
| Admin fee / account holder | $20,870 | $8,377+149.1% | $6,734+209.9% | $11,431+82.6% |