Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,064 | $59,116-59.3% | $86,438-72.2% | $68,486-64.9% |
| Participation rate | 93.1% | 75.2%+17.9pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -20.63% | -0.23%-20.4pp | 4397.19%-4417.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,677 | $5,902+80.9% | $6,952+53.6% | $4,028+165.1% |
| Admin fee / account holder | $3,370 | $5,639-40.2% | $6,733-50.0% | $5,404-37.6% |