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 | $14,909 | $87,546-83.0% | $75,784-80.3% | $125,389-88.1% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -5.89% | 13.49%-19.4pp | 9.68%-15.6pp | 282.24%-288.1pp |
| Employer contribution / active EE | $3,999 | $3,930+1.8% | $3,323+20.3% | $4,866-17.8% |
| Participant deferral / active EE | $795 | $4,230-81.2% | $3,652-78.2% | $5,352-85.2% |
| Admin fee / account holder | $521 | $6,503-92.0% | $5,300-90.2% | $9,541-94.5% |