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 | $39,388 | $131,835-70.1% | $108,582-63.7% | $273,972-85.6% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.6%+13.8pp | 83.0%+10.3pp |
| Annual return | -5.65% | -91.57%+85.9pp | -51.70%+46.0pp | 41.46%-47.1pp |
| Employer contribution / active EE | $2,000 | $4,913-59.3% | $3,758-46.8% | $4,869-58.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $437 | $10,253-95.7% | $7,645-94.3% | $10,133-95.7% |