Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,117 | $81,276-87.6% | $155,574-93.5% | $80,925-87.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | -8.99% | 33.36%-42.4pp | 64.87%-73.9pp | 35.65%-44.6pp |
| Employer contribution / active EE | $43 | $3,103-98.6% | $4,676-99.1% | $2,756-98.4% |
| Participant deferral / active EE | $1,861 | $3,453-46.1% | $5,629-66.9% | $4,299-56.7% |
| Admin fee / account holder | $2,656 | $7,993-66.8% | $15,914-83.3% | $6,940-61.7% |