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 | $26,938 | $75,807-64.5% | $116,096-76.8% | $86,983-69.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.59% | 18.57%-13.0pp | 326.25%-320.7pp | 25.83%-20.2pp |
| Employer contribution / active EE | $1,000 | $1,892-47.2% | $2,503-60.1% | $2,584-61.3% |
| Participant deferral / active EE | $650 | $3,212-79.8% | $3,952-83.6% | $4,194-84.5% |
| Admin fee / account holder | $16,339 | $6,659+145.4% | $7,704+112.1% | $7,856+108.0% |