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 | $29,517 | $56,197-47.5% | $67,652-56.4% | $59,633-50.5% |
| Participation rate | 71.4% | 71.5%0pp | 75.7%-4.2pp | 68.7%+2.8pp |
| Annual return | -3.28% | 18508.10%-18511.4pp | 6625.40%-6628.7pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $264 | $1,615-83.6% | $2,266-88.3% | $2,203-88.0% |
| Participant deferral / active EE | $3,119 | $2,844+9.7% | $3,560-12.4% | $3,192-2.3% |
| Admin fee / account holder | $1,876 | $3,958-52.6% | $4,821-61.1% | $4,297-56.3% |