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 | $20,507 | $75,832-73.0% | $147,617-86.1% | $59,633-65.6% |
| Participation rate | 95.2% | 71.6%+23.7pp | 84.6%+10.6pp | 68.7%+26.6pp |
| Annual return | -5.22% | 0.37%-5.6pp | 61.98%-67.2pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $534 | $3,485-84.7% | $5,564-90.4% | $2,203-75.8% |
| Participant deferral / active EE | $649 | $3,131-79.3% | $4,895-86.7% | $3,192-79.7% |
| Admin fee / account holder | $2,057 | $5,986-65.6% | $11,612-82.3% | $4,297-52.1% |