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 | $12,054 | $117,623-89.8% | $71,702-83.2% | $134,509-91.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -24.73% | 25.44%-50.2pp | 9.14%-33.9pp | 418.13%-442.9pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,306 | $3,759-12.1% | $2,658+24.4% | $6,400-48.4% |
| Admin fee / account holder | $320 | $6,379-95.0% | $3,974-91.9% | $11,427-97.2% |