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 | $8,832 | $27,936-68.4% | $58,561-84.9% | $75,173-88.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 11.80% | 44.21%-32.4pp | 4251.33%-4239.5pp | 160.72%-148.9pp |
| Employer contribution / active EE | $1,000 | $670+49.4% | $1,053-5.1% | $2,671-62.6% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $316 | $1,727-81.7% | $2,520-87.5% | $5,651-94.4% |