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 | $65,659 | $106,864-38.6% | $147,318-55.4% | $82,637-20.5% |
| Participation rate | 96.6% | 75.5%+21.0pp | 82.1%+14.5pp | 68.1%+28.5pp |
| Annual return | 12.96% | 27.49%-14.5pp | 70.43%-57.5pp | 53.51%-40.5pp |
| Employer contribution / active EE | $6,969 | $3,417+104.0% | $4,593+51.7% | $2,552+173.1% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,355 | $8,415-83.9% | $13,708-90.1% | $7,339-81.5% |