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 | $41,945 | $49,976-16.1% | $66,674-37.1% | $82,637-49.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 13.03% | 39.09%-26.1pp | 321.24%-308.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $4,255 | $1,988+114.0% | $2,620+62.4% | $2,552+66.7% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $443 | $4,594-90.4% | $5,098-91.3% | $7,339-94.0% |