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 | $52,162 | $56,894-8.3% | $84,753-38.5% | $62,881-17.0% |
| Participation rate | 96.9% | 68.5%+28.3pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | -13.20% | 6.30%-19.5pp | 22.78%-36.0pp | 20.14%-33.3pp |
| Employer contribution / active EE | $14,844 | $2,400+518.6% | $3,574+315.3% | $2,281+550.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $477 | $3,581-86.7% | $5,333-91.1% | $4,296-88.9% |