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 | $44,931 | $167,362-73.2% | $143,799-68.8% | $134,532-66.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.99% | 0.47%-27.5pp | -0.04%-26.9pp | 418.27%-445.3pp |
| Employer contribution / active EE | $1,144 | $5,620-79.6% | $4,952-76.9% | $4,741-75.9% |
| Participant deferral / active EE | $11,265 | $6,447+74.7% | $5,638+99.8% | $6,401+76.0% |
| Admin fee / account holder | $613 | $18,094-96.6% | $14,677-95.8% | $11,429-94.6% |