Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,325 | $180,749-76.6% | $160,784-73.7% | $137,256-69.2% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.0%-7.0pp | 80.0%-10.0pp |
| Annual return | 8.17% | 2234.46%-2226.3pp | 1803.92%-1795.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $998 | $6,844-85.4% | $6,293-84.1% | $6,407-84.4% |
| Admin fee / account holder | $1,053 | $10,397-89.9% | $9,717-89.2% | $12,270-91.4% |