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 | $43,185 | $63,365-31.8% | $91,994-53.1% | $72,975-40.8% |
| Participation rate | 96.3% | 72.5%+23.8pp | 78.6%+17.7pp | 69.5%+26.8pp |
| Annual return | 11.43% | 35.35%-23.9pp | 69.04%-57.6pp | 81.01%-69.6pp |
| Employer contribution / active EE | $2,611 | $2,116+23.4% | $3,453-24.4% | $2,440+7.0% |
| Participant deferral / active EE | $1,929 | $4,883-60.5% | $5,924-67.4% | $3,608-46.5% |
| Admin fee / account holder | $10,069 | $4,670+115.6% | $7,744+30.0% | $5,124+96.5% |