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 | $52,195 | $223,823-76.7% | $211,142-75.3% | $154,746-66.3% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | -0.06% | 50.39%-50.5pp | 46.84%-46.9pp | 172.34%-172.4pp |
| Employer contribution / active EE | $2,971 | $6,787-56.2% | $6,442-53.9% | $4,379-32.2% |
| Participant deferral / active EE | $1,100 | $9,750-88.7% | $9,284-88.2% | $6,730-83.7% |
| Admin fee / account holder | $450 | $19,707-97.7% | $19,076-97.6% | $14,365-96.9% |