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 | $19,351 | $27,924-30.7% | $58,544-66.9% | $75,181-74.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 4.54% | 44.20%-39.7pp | 4249.56%-4245.0pp | 160.69%-156.1pp |
| Employer contribution / active EE | $2,482 | $669+270.9% | $1,053+135.7% | $2,671-7.1% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,066 | $1,726+19.7% | $2,520-18.0% | $5,650-63.4% |