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 | $17,887 | $51,184-65.1% | $66,439-73.1% | $86,983-79.4% |
| Participation rate | 77.5% | 68.5%+9.0pp | 74.5%+3.0pp | 69.5%+8.0pp |
| Annual return | 0.19% | 17.07%-16.9pp | 757.66%-757.5pp | 25.83%-25.6pp |
| Employer contribution / active EE | $422 | $2,023-79.1% | $2,637-84.0% | $2,584-83.7% |
| Participant deferral / active EE | $481 | $2,927-83.6% | $3,876-87.6% | $4,194-88.5% |
| Admin fee / account holder | $3,353 | $4,154-19.3% | $6,173-45.7% | $7,856-57.3% |