Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,924 | $53,546-64.7% | $69,884-72.9% | $68,486-72.4% |
| Participation rate | 77.2% | 64.5%+12.7pp | 70.5%+6.7pp | 67.9%+9.3pp |
| Annual return | -23.66% | -13.87%-9.8pp | 190.81%-214.5pp | -7.85%-15.8pp |
| Employer contribution / active EE | $345 | $2,019-82.9% | $2,560-86.5% | $2,597-86.7% |
| Participant deferral / active EE | $2,024 | $2,957-31.5% | $3,848-47.4% | $4,028-49.7% |
| Admin fee / account holder | $441 | $4,693-90.6% | $6,266-93.0% | $5,404-91.8% |