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 | $31,386 | $34,316-8.5% | $74,719-58.0% | $72,983-57.0% |
| Participation rate | 97.1% | 42.4%+54.7pp | 54.5%+42.6pp | 69.5%+27.6pp |
| Annual return | 16.46% | 26.58%-10.1pp | 753.05%-736.6pp | 81.01%-64.6pp |
| Employer contribution / active EE | $541 | $692-21.8% | $1,084-50.1% | $2,440-77.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,963-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,232 | $2,125+5.0% | $3,334-33.1% | $5,124-56.4% |