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 | $24,004 | $135,956-82.3% | $123,894-80.6% | $273,972-91.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.57% | 56.63%-60.2pp | 47.52%-51.1pp | 41.46%-45.0pp |
| Employer contribution / active EE | $9,222 | $5,170+78.4% | $4,617+99.7% | $4,869+89.4% |
| Participant deferral / active EE | $179 | $6,343-97.2% | $5,984-97.0% | $5,287-96.6% |
| Admin fee / account holder | $13,483 | $9,817+37.3% | $8,357+61.3% | $10,133+33.1% |