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 | $20,541 | $107,363-80.9% | $92,909-77.9% | $152,897-86.6% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.5%+11.3pp |
| Annual return | 1.27% | 145.63%-144.4pp | 109.44%-108.2pp | 345.43%-344.2pp |
| Employer contribution / active EE | $3,125 | $4,222-26.0% | $3,653-14.5% | $4,764-34.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $332 | $7,082-95.3% | $5,795-94.3% | $11,599-97.1% |