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 | $20,883 | $77,638-73.1% | $156,551-86.7% | $62,881-66.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.93% | 50.33%-52.3pp | 32.23%-34.2pp | 20.14%-22.1pp |
| Employer contribution / active EE | $633 | $3,444-81.6% | $5,501-88.5% | $2,281-72.2% |
| Participant deferral / active EE | $567 | $3,046-81.4% | $4,871-88.4% | $3,203-82.3% |
| Admin fee / account holder | $2,084 | $5,561-62.5% | $13,028-84.0% | $4,296-51.5% |