Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,105 | $108,882-82.5% | $96,754-80.3% | $154,746-87.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | -12.09% | 98.39%-110.5pp | 82.04%-94.1pp | 172.34%-184.4pp |
| Employer contribution / active EE | $103 | $3,018-96.6% | $2,679-96.1% | $4,379-97.6% |
| Participant deferral / active EE | $13,561 | $5,323+154.8% | $4,758+185.0% | $6,730+101.5% |
| Admin fee / account holder | $2,021 | $10,200-80.2% | $8,905-77.3% | $14,365-85.9% |