Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,380 | $102,393-66.4% | $147,041-76.6% | $80,911-57.5% |
| Participation rate | 91.4% | 75.9%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 8.43% | 134.95%-126.5pp | 419.21%-410.8pp | 35.63%-27.2pp |
| Employer contribution / active EE | $1,577 | $3,715-57.6% | $4,935-68.0% | $2,756-42.8% |
| Participant deferral / active EE | $2,255 | $6,647-66.1% | $8,071-72.1% | $4,297-47.5% |
| Admin fee / account holder | $518 | $7,943-93.5% | $13,006-96.0% | $6,935-92.5% |