Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,786 | $116,203-67.5% | $93,621-59.6% | $152,909-75.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.8%+1.9pp | 82.5%-4.7pp |
| Annual return | -28.06% | 35.96%-64.0pp | 32.76%-60.8pp | 345.46%-373.5pp |
| Employer contribution / active EE | $898 | $3,219-72.1% | $2,719-67.0% | $4,764-81.1% |
| Participant deferral / active EE | $1,190 | $4,605-74.2% | $4,070-70.8% | $5,851-79.7% |
| Admin fee / account holder | $1,209 | $10,751-88.8% | $7,890-84.7% | $11,601-89.6% |