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 | $79,351 | $111,785-29.0% | $93,669-15.3% | $145,877-45.6% |
| Participation rate | 77.8% | 74.2%+3.5pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 7.82% | 203.79%-196.0pp | 133.59%-125.8pp | 551.28%-543.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $318 | $4,919-93.5% | $4,416-92.8% | $6,691-95.3% |
| Admin fee / account holder | $9,555 | $10,256-6.8% | $8,291+15.2% | $13,402-28.7% |