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 | $27,152 | $174,379-84.4% | $152,093-82.1% | $138,895-80.5% |
| Participation rate | 72.2% | 81.6%-9.4pp | 77.8%-5.5pp | 79.9%-7.7pp |
| Annual return | -14.83% | 74.86%-89.7pp | 66.36%-81.2pp | 145.39%-160.2pp |
| Employer contribution / active EE | $3,611 | $4,652-22.4% | $4,175-13.5% | $4,194-13.9% |
| Participant deferral / active EE | $685 | $6,159-88.9% | $5,451-87.4% | $6,396-89.3% |
| Admin fee / account holder | $457 | $16,880-97.3% | $14,497-96.8% | $12,562-96.4% |