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 | $25,529 | $106,115-75.9% | $85,969-70.3% | $125,389-79.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.63% | 13.93%-18.6pp | 9.32%-13.9pp | 282.24%-286.9pp |
| Employer contribution / active EE | $13,007 | $4,537+186.7% | $3,474+274.3% | $4,866+167.3% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,301 | $8,144-10.3% | $6,053+20.6% | $9,541-23.5% |