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.
Participant 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 | $49,420 | $184,014-73.1% | $161,149-69.3% | $138,895-64.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | -12.10% | 21.52%-33.6pp | 21.16%-33.3pp | 145.39%-157.5pp |
| Employer contribution / active EE | $2,006 | $5,055-60.3% | $4,360-54.0% | $4,194-52.2% |
| Participant deferral / active EE | $617 | $6,909-91.1% | $6,153-90.0% | $6,396-90.4% |
| Admin fee / account holder | $127,915 | $18,027+609.6% | $15,194+741.9% | $12,562+918.3% |