Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,003 | $76,634-62.2% | $56,054-48.3% | $145,978-80.1% |
| Participation rate | 93.8% | 63.2%+30.5pp | 52.5%+41.3pp | 80.3%+13.5pp |
| Annual return | -1.96% | 3004.33%-3006.3pp | 1705.95%-1707.9pp | 550.52%-552.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,201 | $2,622+289.0% | $1,952+422.5% | $6,690+52.5% |
| Admin fee / account holder | $9,855 | $3,321+196.7% | $2,822+249.2% | $13,400-26.5% |