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 | $24,212 | $75,832-68.1% | $147,617-83.6% | $59,633-59.4% |
| Participation rate | 86.2% | 71.6%+14.6pp | 84.6%+1.6pp | 68.7%+17.5pp |
| Annual return | -4.34% | 0.37%-4.7pp | 61.98%-66.3pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $1,882 | $3,485-46.0% | $5,564-66.2% | $2,203-14.6% |
| Participant deferral / active EE | $790 | $3,131-74.8% | $4,895-83.9% | $3,192-75.2% |
| Admin fee / account holder | $645 | $5,986-89.2% | $11,612-94.4% | $4,297-85.0% |