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 | $58,024 | $138,114-58.0% | $125,391-53.7% | $134,545-56.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.31% | 750.88%-774.2pp | 572.41%-595.7pp | 418.37%-441.7pp |
| Employer contribution / active EE | $696 | $5,246-86.7% | $4,816-85.5% | $4,742-85.3% |
| Participant deferral / active EE | $3,838 | $7,801-50.8% | $7,448-48.5% | $6,401-40.0% |
| Admin fee / account holder | $1,111 | $11,570-90.4% | $10,009-88.9% | $11,431-90.3% |