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 | $30,967 | $152,619-79.7% | $125,195-75.3% | $152,909-79.7% |
| Participation rate | 82.6% | 83.3%-0.7pp | 79.8%+2.8pp | 82.5%+0.2pp |
| Annual return | -0.72% | 54.85%-55.6pp | 43.79%-44.5pp | 345.46%-346.2pp |
| Employer contribution / active EE | $959 | $4,947-80.6% | $3,866-75.2% | $4,764-79.9% |
| Participant deferral / active EE | $1,213 | $5,869-79.3% | $4,937-75.4% | $5,851-79.3% |
| Admin fee / account holder | $2,495 | $13,437-81.4% | $9,704-74.3% | $11,601-78.5% |