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 | $70,499 | $100,805-30.1% | $86,698-18.7% | $134,532-47.6% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -20.42% | 29.09%-49.5pp | 35.95%-56.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,017 | $3,490-70.9% | $2,837-64.1% | $4,741-78.5% |
| Participant deferral / active EE | $1,554 | $5,339-70.9% | $4,656-66.6% | $6,401-75.7% |
| Admin fee / account holder | $95,714 | $10,925+776.1% | $7,493+1177.5% | $11,429+737.5% |