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 | $31,660 | $116,175-72.7% | $93,609-66.2% | $152,870-79.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | -5.87% | 35.96%-41.8pp | 32.76%-38.6pp | 345.34%-351.2pp |
| Employer contribution / active EE | $1,879 | $3,218-41.6% | $2,718-30.9% | $4,763-60.5% |
| Participant deferral / active EE | $1,095 | $4,603-76.2% | $4,069-73.1% | $5,850-81.3% |
| Admin fee / account holder | $19,420 | $10,748+80.7% | $7,889+146.2% | $11,597+67.5% |