Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,540 | $101,618-85.7% | $93,063-84.4% | $137,256-89.4% |
| Participation rate | 77.8% | 74.9%+2.8pp | 72.1%+5.7pp | 80.0%-2.2pp |
| Annual return | 9.49% | 223.95%-214.5pp | 34.15%-24.7pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $506 | $4,279-88.2% | $3,958-87.2% | $6,407-92.1% |
| Admin fee / account holder | $4,334 | $6,198-30.1% | $6,033-28.2% | $12,270-64.7% |