Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,786 | $100,805-72.4% | $86,698-68.0% | $134,532-79.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.60% | 29.09%-51.7pp | 35.95%-58.5pp | 418.27%-440.9pp |
| Employer contribution / active EE | $440 | $3,490-87.4% | $2,837-84.5% | $4,741-90.7% |
| Participant deferral / active EE | $2,620 | $5,339-50.9% | $4,656-43.7% | $6,401-59.1% |
| Admin fee / account holder | $360 | $10,925-96.7% | $7,493-95.2% | $11,429-96.8% |