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 | $89,576 | $185,312-51.7% | $161,489-44.5% | $154,746-42.1% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | -16.60% | 103.84%-120.4pp | 89.72%-106.3pp | 172.34%-188.9pp |
| Employer contribution / active EE | $1,171 | $4,769-75.5% | $4,268-72.6% | $4,379-73.3% |
| Participant deferral / active EE | $1,478 | $6,350-76.7% | $5,630-73.7% | $6,730-78.0% |
| Admin fee / account holder | $31,489 | $18,654+68.8% | $16,006+96.7% | $14,365+119.2% |