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 | $77,020 | $101,795-24.3% | $165,100-53.3% | $80,959-4.9% |
| Participation rate | 95.1% | 71.8%+23.3pp | 78.6%+16.5pp | 67.7%+27.4pp |
| Annual return | -27.15% | 16.73%-43.9pp | 70.21%-97.4pp | 35.67%-62.8pp |
| Employer contribution / active EE | $4,093 | $2,954+38.6% | $4,348-5.9% | $2,757+48.4% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,970 | $8,221-63.9% | $12,696-76.6% | $6,925-57.1% |