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 | $27,102 | $106,557-74.6% | $91,227-70.3% | $134,545-79.9% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.2%-3.2pp | 81.2%-11.2pp |
| Annual return | -22.03% | 160.81%-182.8pp | 114.14%-136.2pp | 418.37%-440.4pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,334 | $4,719-50.5% | $4,234-44.9% | $6,401-63.5% |
| Admin fee / account holder | $3,589 | $6,235-42.4% | $5,423-33.8% | $11,431-68.6% |