Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $0 | $56,431-100.0% | $130,788-100.0% | $87,485-100.0% |
| Participation rate | 96.2% | 58.9%+37.2pp | 70.1%+26.1pp | 68.9%+27.2pp |
| Annual return | -90.76% | 91.27%-182.0pp | 386.44%-477.2pp | 26.06%-116.8pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,319 | $2,749-52.0% | $4,137-68.1% | $4,274-69.1% |
| Admin fee / account holder | $2,825 | $4,433-36.3% | $6,673-57.7% | $7,775-63.7% |