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 | $48,011-62.7% | $63,803-72.0% | $82,637-78.4% |
| Participation rate | 77.5% | 66.6%+10.9pp | 72.7%+4.8pp | 68.1%+9.4pp |
| Annual return | 0.19% | 19.84%-19.7pp | 543.72%-543.5pp | 53.51%-53.3pp |
| Employer contribution / active EE | $422 | $1,904-77.8% | $2,532-83.3% | $2,552-83.5% |
| Participant deferral / active EE | $481 | $2,846-83.1% | $3,843-87.5% | $4,126-88.3% |
| Admin fee / account holder | $3,353 | $3,873-13.4% | $5,196-35.5% | $7,339-54.3% |