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 | $25,327 | $135,956-81.4% | $123,894-79.6% | $273,972-90.8% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | -0.24% | 56.63%-56.9pp | 47.52%-47.8pp | 41.46%-41.7pp |
| Employer contribution / active EE | $1,438 | $5,170-72.2% | $4,617-68.8% | $4,869-70.5% |
| Participant deferral / active EE | $1,526 | $6,343-75.9% | $5,984-74.5% | $5,287-71.1% |
| Admin fee / account holder | $58,980 | $9,817+500.8% | $8,357+605.7% | $10,133+482.1% |