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 | $13,607 | $77,638-82.5% | $156,551-91.3% | $62,881-78.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -6.14% | 50.33%-56.5pp | 32.23%-38.4pp | 20.14%-26.3pp |
| Employer contribution / active EE | $1,223 | $3,444-64.5% | $5,501-77.8% | $2,281-46.4% |
| Participant deferral / active EE | $233 | $3,046-92.4% | $4,871-95.2% | $3,203-92.7% |
| Admin fee / account holder | $1,238 | $5,561-77.7% | $13,028-90.5% | $4,296-71.2% |