Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,434 | $46,877-35.1% | $122,354-75.1% | $70,126-56.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 7.35% | 24.22%-16.9pp | 30.28%-22.9pp | 73.15%-65.8pp |
| Employer contribution / active EE | $617 | $1,288-52.1% | $4,051-84.8% | $2,343-73.7% |
| Participant deferral / active EE | $617 | $2,167-71.5% | $3,287-81.2% | $3,332-81.5% |
| Admin fee / account holder | $1,798 | $3,324-45.9% | $5,479-67.2% | $4,645-61.3% |