Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,086 | $93,117-92.4% | $77,096-90.8% | $134,532-94.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -27.26% | 62.67%-89.9pp | 42.35%-69.6pp | 418.27%-445.5pp |
| Employer contribution / active EE | $150 | $3,420-95.6% | $2,814-94.7% | $4,741-96.8% |
| Participant deferral / active EE | $5,712 | $5,241+9.0% | $4,429+29.0% | $6,401-10.8% |
| Admin fee / account holder | $982 | $6,948-85.9% | $5,428-81.9% | $11,429-91.4% |