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 | $28,068 | $82,678-66.1% | $125,391-77.6% | $68,490-59.0% |
| Participation rate | 76.9% | 75.1%+1.9pp | 82.4%-5.5pp | 67.9%+9.0pp |
| Annual return | -19.46% | -5.97%-13.5pp | 572.41%-591.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,086 | $6,111-49.5% | $7,448-58.6% | $4,028-23.4% |
| Admin fee / account holder | $1,403 | $6,277-77.7% | $10,009-86.0% | $5,403-74.0% |