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 | $63,267 | $98,766-35.9% | $149,730-57.7% | $79,852-20.8% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.5%-10.6pp | 69.6%+2.2pp |
| Annual return | 11.18% | 27.43%-16.2pp | 276.70%-265.5pp | 31.72%-20.5pp |
| Employer contribution / active EE | $1,268 | $3,217-60.6% | $4,645-72.7% | $2,471-48.7% |
| Participant deferral / active EE | $1,437 | $5,681-74.7% | $6,843-79.0% | $3,740-61.6% |
| Admin fee / account holder | $2,798 | $6,052-53.8% | $9,310-69.9% | $5,306-47.3% |