Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,234 | $88,702-93.0% | $81,780-92.4% | $145,978-95.7% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.4%+10.0pp | 80.3%+2.1pp |
| Annual return | -17.03% | 1029.12%-1046.2pp | 776.27%-793.3pp | 550.52%-567.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,958 | $4,645-57.8% | $4,321-54.7% | $6,690-70.7% |
| Admin fee / account holder | $2,340 | $8,414-72.2% | $7,384-68.3% | $13,400-82.5% |