Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,028 | $92,219-78.3% | $76,767-73.9% | $135,380-85.2% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -9.52% | 5.46%-15.0pp | 2.43%-11.9pp | 519.81%-529.3pp |
| Employer contribution / active EE | $396 | $3,216-87.7% | $2,485-84.1% | $4,779-91.7% |
| Participant deferral / active EE | $2,227 | $4,508-50.6% | $3,852-42.2% | $5,609-60.3% |
| Admin fee / account holder | $613 | $10,749-94.3% | $6,675-90.8% | $10,828-94.3% |