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 | $105,501 | $58,828+79.3% | $78,002+35.3% | $62,881+67.8% |
| Participation rate | 77.8% | 71.1%+6.7pp | 75.5%+2.3pp | 69.3%+8.5pp |
| Annual return | -6.19% | 17.16%-23.3pp | 425.99%-432.2pp | 20.14%-26.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $523 | $2,686-80.5% | $3,497-85.0% | $3,203-83.7% |
| Admin fee / account holder | $1,329 | $4,393-69.7% | $5,481-75.7% | $4,296-69.1% |