Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $72,888 | $106,557-31.6% | $91,227-20.1% | $134,545-45.8% |
| Participation rate | 78.9% | 76.8%+2.1pp | 73.2%+5.8pp | 81.2%-2.3pp |
| Annual return | -24.54% | 160.81%-185.4pp | 114.14%-138.7pp | 418.37%-442.9pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $982 | $4,719-79.2% | $4,234-76.8% | $6,401-84.7% |
| Admin fee / account holder | $2,508 | $6,235-59.8% | $5,423-53.7% | $11,431-78.1% |