Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,752 | $88,702-95.8% | $81,780-95.4% | $145,978-97.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | -17.53% | 1029.12%-1046.7pp | 776.27%-793.8pp | 550.52%-568.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,189 | $4,645-74.4% | $4,321-72.5% | $6,690-82.2% |
| Admin fee / account holder | $2,306 | $8,414-72.6% | $7,384-68.8% | $13,400-82.8% |