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 | $227,291-77.0% | $214,702-75.7% | $155,188-66.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | -0.06% | 60.08%-60.1pp | 54.55%-54.6pp | 148.84%-148.9pp |
| Employer contribution / active EE | $2,971 | $6,772-56.1% | $6,461-54.0% | $4,248-30.1% |
| Participant deferral / active EE | $1,100 | $9,582-88.5% | $9,147-88.0% | $6,531-83.2% |
| Admin fee / account holder | $450 | $20,413-97.8% | $19,830-97.7% | $14,480-96.9% |