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 | $48,548 | $91,536-47.0% | $130,062-62.7% | $75,177-35.4% |
| Participation rate | 97.4% | 71.5%+26.0pp | 78.5%+18.9pp | 67.2%+30.2pp |
| Annual return | 6.81% | -631.62%+638.4pp | -137.37%+144.2pp | 160.75%-153.9pp |
| Employer contribution / active EE | $9,604 | $2,845+237.6% | $4,322+122.2% | $2,671+259.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,818 | $6,780+59.6% | $10,601+2.0% | $5,651+91.4% |