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 | $18,527 | $202,463-90.8% | $169,397-89.1% | $139,487-86.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -11.80% | 532.64%-544.4pp | 406.23%-418.0pp | 373.84%-385.6pp |
| Employer contribution / active EE | $265 | $4,694-94.3% | $4,013-93.4% | $4,755-94.4% |
| Participant deferral / active EE | $2,017 | $6,941-70.9% | $6,223-67.6% | $6,713-70.0% |
| Admin fee / account holder | $8,776 | $10,726-18.2% | $9,017-2.7% | $11,407-23.1% |