Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,990 | $223,823-70.5% | $211,142-68.7% | $154,746-57.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | -11.70% | 50.39%-62.1pp | 46.84%-58.5pp | 172.34%-184.0pp |
| Employer contribution / active EE | $5,278 | $6,787-22.2% | $6,442-18.1% | $4,379+20.5% |
| Participant deferral / active EE | $2,824 | $9,750-71.0% | $9,284-69.6% | $6,730-58.0% |
| Admin fee / account holder | $790 | $19,707-96.0% | $19,076-95.9% | $14,365-94.5% |