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 | $41,814 | $82,678-49.4% | $125,391-66.7% | $68,490-38.9% |
| Participation rate | 71.7% | 75.1%-3.3pp | 82.4%-10.6pp | 67.9%+3.8pp |
| Annual return | -20.91% | -5.97%-14.9pp | 572.41%-593.3pp | -7.85%-13.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,726 | $6,111-39.0% | $7,448-50.0% | $4,028-7.5% |
| Admin fee / account holder | $1,706 | $6,277-72.8% | $10,009-83.0% | $5,403-68.4% |