Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,966 | $148,629-79.8% | $135,982-78.0% | $139,487-78.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -10.57% | 79.33%-89.9pp | 68.32%-78.9pp | 373.84%-384.4pp |
| Employer contribution / active EE | $12,358 | $5,247+135.6% | $4,859+154.3% | $4,755+159.9% |
| Participant deferral / active EE | $93 | $8,102-98.9% | $7,760-98.8% | $6,713-98.6% |
| Admin fee / account holder | $7,528 | $12,406-39.3% | $10,767-30.1% | $11,407-34.0% |