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 | $62,065 | $110,307-43.7% | $96,576-35.7% | $139,456-55.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.31% | 26.40%-18.1pp | 25.87%-17.6pp | 373.45%-365.1pp |
| Employer contribution / active EE | $1,908 | $3,619-47.3% | $2,965-35.7% | $4,753-59.9% |
| Participant deferral / active EE | $1,344 | $5,547-75.8% | $4,851-72.3% | $6,711-80.0% |
| Admin fee / account holder | $35,166 | $11,597+203.2% | $8,253+326.1% | $11,407+208.3% |