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 | $39,791 | $61,816-35.6% | $97,260-59.1% | $80,935-50.8% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.7%+19.3pp | 67.7%+24.3pp |
| Annual return | 6.68% | -558.73%+565.4pp | 75.54%-68.9pp | 35.66%-29.0pp |
| Employer contribution / active EE | $5,865 | $1,836+219.4% | $2,721+115.5% | $2,757+112.7% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,262-100.0% | $4,299-100.0% |
| Admin fee / account holder | $335 | $5,166-93.5% | $5,640-94.1% | $6,924-95.2% |