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 | $29,588 | $82,630-64.2% | $64,105-53.8% | $125,389-76.4% |
| Participation rate | 76.2% | 75.9%+0.3pp | 68.2%+8.0pp | 83.2%-7.0pp |
| Annual return | -6.12% | 1489.72%-1495.8pp | 791.24%-797.4pp | 282.24%-288.4pp |
| Employer contribution / active EE | $119 | $2,671-95.5% | $1,820-93.5% | $4,866-97.6% |
| Participant deferral / active EE | $1,876 | $3,608-48.0% | $2,822-33.5% | $5,352-64.9% |
| Admin fee / account holder | $9,053 | $6,382+41.9% | $4,499+101.2% | $9,541-5.1% |