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 | $30,141 | $92,219-67.3% | $76,768-60.7% | $135,379-77.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -9.11% | 5.46%-14.6pp | 2.43%-11.5pp | 519.79%-528.9pp |
| Employer contribution / active EE | $2,109 | $3,216-34.4% | $2,485-15.1% | $4,779-55.9% |
| Participant deferral / active EE | $1,229 | $4,508-72.7% | $3,852-68.1% | $5,609-78.1% |
| Admin fee / account holder | $3,784 | $10,749-64.8% | $6,675-43.3% | $10,828-65.1% |