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 | $35,090 | $69,977-49.9% | $108,582-67.7% | $62,881-44.2% |
| Participation rate | 97.7% | 72.9%+24.8pp | 79.6%+18.1pp | 69.3%+28.4pp |
| Annual return | 4.63% | 10.73%-6.1pp | -51.70%+56.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $6,838 | $2,135+220.3% | $3,758+81.9% | $2,281+199.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $669 | $5,076-86.8% | $7,645-91.3% | $4,296-84.4% |