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 | $41,470 | $70,435-41.1% | $96,575-57.1% | $85,856-51.7% |
| Participation rate | 98.0% | 61.8%+36.2pp | 69.8%+28.1pp | 69.3%+28.6pp |
| Annual return | 9.07% | 18.59%-9.5pp | 37.79%-28.7pp | 318.58%-309.5pp |
| Employer contribution / active EE | $5,244 | $1,413+271.1% | $2,357+122.5% | $2,565+104.4% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $822 | $4,997-83.6% | $6,182-86.7% | $6,261-86.9% |