Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,883 | $81,208-55.8% | $98,920-63.7% | $79,856-55.1% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | -4.38% | 60.99%-65.4pp | 196.47%-200.9pp | 31.71%-36.1pp |
| Employer contribution / active EE | $396 | $1,960-79.8% | $2,689-85.3% | $2,471-84.0% |
| Participant deferral / active EE | $5,177 | $3,265+58.6% | $4,245+22.0% | $3,741+38.4% |
| Admin fee / account holder | $2,218 | $6,013-63.1% | $6,643-66.6% | $5,306-58.2% |