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 | $45,517 | $77,638-41.4% | $156,551-70.9% | $62,881-27.6% |
| Participation rate | 85.5% | 71.2%+14.3pp | 84.0%+1.5pp | 69.3%+16.2pp |
| Annual return | -0.02% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.2pp |
| Employer contribution / active EE | $1,718 | $3,444-50.1% | $5,501-68.8% | $2,281-24.7% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,537 | $5,561-36.4% | $13,028-72.8% | $4,296-17.7% |