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 | $25,523 | $183,592-86.1% | $155,567-83.6% | $145,959-82.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -7.66% | 61.24%-68.9pp | 64.74%-72.4pp | 561.95%-569.6pp |
| Employer contribution / active EE | $478 | $5,315-91.0% | $4,674-89.8% | $4,661-89.8% |
| Participant deferral / active EE | $5,457 | $6,464-15.6% | $5,628-3.0% | $6,689-18.4% |
| Admin fee / account holder | $4,140 | $19,318-78.6% | $15,916-74.0% | $13,398-69.1% |