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 | $35,509 | $62,589-43.3% | $76,768-53.7% | $64,173-44.7% |
| Participation rate | 88.0% | 72.8%+15.2pp | 77.0%+11.0pp | 69.6%+18.4pp |
| Annual return | -7.58% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,400 | $1,832+31.0% | $2,485-3.4% | $2,381+0.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,945 | $4,667-36.9% | $6,675-55.9% | $4,887-39.7% |