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 | $28,454 | $176,105-83.8% | $159,474-82.2% | $167,536-83.0% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 0.75% | 331.91%-331.2pp | 263.68%-262.9pp | 478.82%-478.1pp |
| Employer contribution / active EE | $1,371 | $5,299-74.1% | $4,831-71.6% | $4,839-71.7% |
| Participant deferral / active EE | $1,371 | $7,751-82.3% | $7,353-81.3% | $6,342-78.4% |
| Admin fee / account holder | $1,590 | $12,559-87.3% | $10,802-85.3% | $12,315-87.1% |