Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $91,050 | $111,787-18.5% | $93,681-2.8% | $145,978-37.6% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-7.0pp |
| Annual return | 1.99% | 203.52%-201.5pp | 133.47%-131.5pp | 550.52%-548.5pp |
| Employer contribution / active EE | $583 | $3,093-81.1% | $2,422-75.9% | $4,662-87.5% |
| Participant deferral / active EE | $772 | $4,918-84.3% | $4,415-82.5% | $6,690-88.5% |
| Admin fee / account holder | $67,445 | $10,256+557.6% | $8,290+713.6% | $13,400+403.3% |