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 | $54,148 | $135,645-60.1% | $110,243-50.9% | $135,380-60.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.77% | 513.24%-523.0pp | 314.76%-324.5pp | 519.81%-529.6pp |
| Employer contribution / active EE | $360 | $4,907-92.7% | $3,827-90.6% | $4,779-92.5% |
| Participant deferral / active EE | $2,838 | $5,507-48.5% | $4,672-39.3% | $5,609-49.4% |
| Admin fee / account holder | $12,045 | $11,458+5.1% | $8,548+40.9% | $10,828+11.2% |