Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,584 | $102,595-87.7% | $94,057-86.6% | $154,746-91.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 7.19% | 583.42%-576.2pp | 480.62%-473.4pp | 172.34%-165.1pp |
| Employer contribution / active EE | $692 | $3,147-78.0% | $2,933-76.4% | $4,379-84.2% |
| Participant deferral / active EE | $618 | $5,118-87.9% | $4,709-86.9% | $6,730-90.8% |
| Admin fee / account holder | $21,852 | $7,736+182.5% | $7,244+201.6% | $14,365+52.1% |