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 | $11,716 | $27,924-58.0% | $58,544-80.0% | $75,181-84.4% |
| Participation rate | 96.2% | 38.8%+57.3pp | 50.9%+45.3pp | 67.2%+29.0pp |
| Annual return | 12.02% | 44.20%-32.2pp | 4249.56%-4237.5pp | 160.69%-148.7pp |
| Employer contribution / active EE | $4,052 | $669+505.6% | $1,053+284.8% | $2,671+51.7% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,392 | $1,726-19.4% | $2,520-44.8% | $5,650-75.4% |