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 | $18,205 | $91,167-80.0% | $178,498-89.8% | $79,858-77.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.51% | 24.19%-21.7pp | 151.09%-148.6pp | 31.72%-29.2pp |
| Employer contribution / active EE | $2,812 | $3,255-13.6% | $5,011-43.9% | $2,471+13.8% |
| Participant deferral / active EE | $673 | $3,236-79.2% | $5,202-87.1% | $3,740-82.0% |
| Admin fee / account holder | $4,436 | $6,747-34.3% | $13,985-68.3% | $5,306-16.4% |