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 | $41,300 | $133,981-69.2% | $112,249-63.2% | $134,532-69.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.94% | 47.16%-71.1pp | 27.48%-51.4pp | 418.27%-442.2pp |
| Employer contribution / active EE | $635 | $4,040-84.3% | $3,636-82.5% | $4,741-86.6% |
| Participant deferral / active EE | $6,933 | $5,292+31.0% | $4,729+46.6% | $6,401+8.3% |
| Admin fee / account holder | $815 | $7,492-89.1% | $6,412-87.3% | $11,429-92.9% |