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 | $27,150 | $58,828-53.8% | $78,002-65.2% | $62,881-56.8% |
| Participation rate | 84.1% | 71.1%+13.1pp | 75.5%+8.6pp | 69.3%+14.8pp |
| Annual return | 4.62% | 17.16%-12.5pp | 425.99%-421.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,220 | $1,672-27.0% | $2,470-50.6% | $2,281-46.5% |
| Participant deferral / active EE | $932 | $2,686-65.3% | $3,497-73.3% | $3,203-70.9% |
| Admin fee / account holder | $2,076 | $4,393-52.7% | $5,481-62.1% | $4,296-51.7% |