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 | $84,571 | $157,304-46.2% | $141,197-40.1% | $152,909-44.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -1.61% | 64.34%-66.0pp | 71.41%-73.0pp | 345.46%-347.1pp |
| Employer contribution / active EE | $4,562 | $5,263-13.3% | $4,736-3.7% | $4,764-4.2% |
| Participant deferral / active EE | $750 | $7,111-89.5% | $6,710-88.8% | $5,851-87.2% |
| Admin fee / account holder | $746 | $12,126-93.9% | $10,265-92.7% | $11,601-93.6% |