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 | $21,211 | $134,001-84.2% | $112,258-81.1% | $134,509-84.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -30.21% | 47.15%-77.4pp | 27.47%-57.7pp | 418.13%-448.3pp |
| Employer contribution / active EE | $416 | $4,039-89.7% | $3,636-88.6% | $4,741-91.2% |
| Participant deferral / active EE | $2,155 | $5,291-59.3% | $4,728-54.4% | $6,400-66.3% |
| Admin fee / account holder | $6,239 | $7,491-16.7% | $6,411-2.7% | $11,427-45.4% |