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.
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 | $47,473 | $63,346-25.1% | $92,240-48.5% | $70,126-32.3% |
| Participation rate | 84.8% | 68.7%+16.2pp | 76.5%+8.4pp | 69.5%+15.3pp |
| Annual return | 6.61% | 530.19%-523.6pp | 176.29%-169.7pp | 73.15%-66.5pp |
| Employer contribution / active EE | $4,977 | $2,471+101.4% | $3,680+35.3% | $2,343+112.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,098 | $3,841+319.1% | $5,194+209.9% | $4,645+246.5% |