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 | $35,279 | $65,364-46.0% | $92,909-62.0% | $72,975-51.7% |
| Participation rate | 85.4% | 68.3%+17.1pp | 76.0%+9.4pp | 69.5%+15.9pp |
| Annual return | 1.53% | 42.11%-40.6pp | 109.44%-107.9pp | 81.01%-79.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,209 | $3,128-61.3% | $4,238-71.5% | $3,608-66.5% |
| Admin fee / account holder | $1,703 | $4,251-59.9% | $5,795-70.6% | $5,124-66.8% |