Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,462 | $67,396-87.4% | $60,919-86.1% | $134,545-93.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -21.65% | 50.12%-71.8pp | 16.96%-38.6pp | 418.37%-440.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,019 | $4,534+10.7% | $3,814+31.6% | $6,401-21.6% |
| Admin fee / account holder | $3,080 | $4,590-32.9% | $3,228-4.6% | $11,431-73.1% |