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 | $38,752 | $71,878-46.1% | $86,698-55.3% | $68,486-43.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -22.23% | 3.53%-25.8pp | 35.95%-58.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $11,132 | $2,173+412.2% | $2,837+292.4% | $2,597+328.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,801 | $6,113+109.4% | $7,493+70.9% | $5,404+136.9% |