Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,091 | $124,425-79.8% | $112,040-77.6% | $137,256-81.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 1.22% | 24.72%-23.5pp | 24.52%-23.3pp | 220.34%-219.1pp |
| Employer contribution / active EE | $1,647 | $3,411-51.7% | $2,954-44.3% | $4,156-60.4% |
| Participant deferral / active EE | $1,647 | $5,718-71.2% | $5,098-67.7% | $6,407-74.3% |
| Admin fee / account holder | $1,936 | $15,207-87.3% | $12,098-84.0% | $12,270-84.2% |