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 | $45,594 | $81,446-44.0% | $103,374-55.9% | $80,874-43.6% |
| Participation rate | 77.4% | 66.9%+10.5pp | 74.5%+2.8pp | 67.6%+9.7pp |
| Annual return | 6.64% | 25.57%-18.9pp | 24.89%-18.2pp | 35.62%-29.0pp |
| Employer contribution / active EE | $11,510 | $3,107+270.4% | $3,869+197.5% | $2,756+317.7% |
| Participant deferral / active EE | $677 | $3,870-82.5% | $5,058-86.6% | $4,297-84.2% |
| Admin fee / account holder | $13,263 | $6,715+97.5% | $8,394+58.0% | $6,935+91.2% |