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 | $44,384 | $63,082-29.6% | $81,716-45.7% | $79,852-44.4% |
| Participation rate | 70.3% | 67.5%+2.8pp | 72.0%-1.7pp | 69.6%+0.7pp |
| Annual return | -1.66% | 22.66%-24.3pp | 29.49%-31.2pp | 31.72%-33.4pp |
| Employer contribution / active EE | $4,133 | $1,795+130.2% | $4,310-4.1% | $2,471+67.2% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14,389 | $4,428+224.9% | $5,159+178.9% | $5,306+171.2% |