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 | $160,961 | $73,863+117.9% | $143,797+11.9% | $68,490+135.0% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -23.23% | 0.91%-24.1pp | -0.04%-23.2pp | -7.85%-15.4pp |
| Employer contribution / active EE | $4,072 | $3,185+27.9% | $4,952-17.8% | $2,597+56.8% |
| Participant deferral / active EE | $614 | $3,385-81.9% | $5,638-89.1% | $4,028-84.8% |
| Admin fee / account holder | $1,287 | $5,756-77.6% | $14,679-91.2% | $5,403-76.2% |