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 | $59,790 | $152,619-60.8% | $125,195-52.2% | $152,909-60.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 2.20% | 54.85%-52.6pp | 43.79%-41.6pp | 345.46%-343.3pp |
| Employer contribution / active EE | $1,360 | $4,947-72.5% | $3,866-64.8% | $4,764-71.4% |
| Participant deferral / active EE | $1,356 | $5,869-76.9% | $4,937-72.5% | $5,851-76.8% |
| Admin fee / account holder | $2,999 | $13,437-77.7% | $9,704-69.1% | $11,601-74.1% |