Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,663 | $110,410-77.7% | $102,437-75.9% | $145,897-83.1% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | -8.20% | 24.85%-33.1pp | 24.95%-33.2pp | 552.29%-560.5pp |
| Employer contribution / active EE | $311 | $4,217-92.6% | $3,871-92.0% | $4,663-93.3% |
| Participant deferral / active EE | $5,622 | $5,6220% | $5,060+11.1% | $6,689-16.0% |
| Admin fee / account holder | $460 | $9,745-95.3% | $8,388-94.5% | $13,390-96.6% |