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 | $38,679 | $108,897-64.5% | $100,378-61.5% | $145,877-73.5% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | -8.27% | 58.17%-66.4pp | 49.41%-57.7pp | 551.28%-559.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,391 | $8,455-71.7% | $8,087-70.4% | $6,691-64.3% |
| Admin fee / account holder | $7,578 | $9,690-21.8% | $7,899-4.1% | $13,402-43.5% |