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 | $16,768 | $51,638-67.5% | $68,368-75.5% | $82,448-79.7% |
| Participation rate | 89.3% | 63.6%+25.7pp | 73.8%+15.5pp | 68.1%+21.2pp |
| Annual return | 7.46% | 37.53%-30.1pp | 292.57%-285.1pp | 41.64%-34.2pp |
| Employer contribution / active EE | $1,626 | $2,047-20.6% | $2,649-38.6% | $2,551-36.3% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,634 | $4,643-43.3% | $5,150-48.9% | $7,234-63.6% |