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 | $32,204 | $96,508-66.6% | $75,901-57.6% | $152,897-78.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 9.07% | 33.99%-24.9pp | 30.76%-21.7pp | 345.43%-336.4pp |
| Employer contribution / active EE | $1,058 | $3,310-68.0% | $2,501-57.7% | $4,764-77.8% |
| Participant deferral / active EE | $343 | $4,554-92.5% | $3,603-90.5% | $5,851-94.1% |
| Admin fee / account holder | $4,098 | $8,081-49.3% | $5,420-24.4% | $11,599-64.7% |