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 | $26,008 | $54,380-52.2% | $68,509-62.0% | $59,633-56.4% |
| Participation rate | 84.6% | 70.2%+14.4pp | 74.7%+9.9pp | 68.7%+15.9pp |
| Annual return | -3.62% | 2.83%-6.5pp | 8.27%-11.9pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,117 | $2,643-19.9% | $3,382-37.4% | $3,192-33.7% |
| Admin fee / account holder | $747 | $3,885-80.8% | $5,275-85.8% | $4,297-82.6% |