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 | $30,318 | $62,589-51.6% | $76,768-60.5% | $64,173-52.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -8.71% | -1.95%-6.8pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,077 | $1,832+67.9% | $2,485+23.8% | $2,381+29.2% |
| Participant deferral / active EE | $221 | $3,145-93.0% | $3,852-94.3% | $3,470-93.6% |
| Admin fee / account holder | $450 | $4,667-90.4% | $6,675-93.3% | $4,887-90.8% |