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 | $47,087 | $87,132-46.0% | $105,624-55.4% | $80,959-41.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 8.10% | 17.03%-8.9pp | 116.20%-108.1pp | 35.67%-27.6pp |
| Employer contribution / active EE | $1,747 | $2,397-27.1% | $3,168-44.8% | $2,757-36.6% |
| Participant deferral / active EE | $866 | $3,985-78.3% | $5,013-82.7% | $4,300-79.9% |
| Admin fee / account holder | $4,205 | $8,449-50.2% | $10,961-61.6% | $6,925-39.3% |