Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,668 | $110,410-72.2% | $102,437-70.1% | $145,897-79.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.54% | 24.85%-24.3pp | 24.95%-24.4pp | 552.29%-551.8pp |
| Employer contribution / active EE | $3,771 | $4,217-10.6% | $3,871-2.6% | $4,663-19.1% |
| Participant deferral / active EE | $571 | $5,622-89.8% | $5,060-88.7% | $6,689-91.5% |
| Admin fee / account holder | $1,520 | $9,745-84.4% | $8,388-81.9% | $13,390-88.6% |