Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $98,922 | $133,981-26.2% | $112,249-11.9% | $134,532-26.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -25.14% | 47.16%-72.3pp | 27.48%-52.6pp | 418.27%-443.4pp |
| Employer contribution / active EE | $879 | $4,040-78.2% | $3,636-75.8% | $4,741-81.5% |
| Participant deferral / active EE | $957 | $5,292-81.9% | $4,729-79.8% | $6,401-85.0% |
| Admin fee / account holder | $1,392 | $7,492-81.4% | $6,412-78.3% | $11,429-87.8% |