Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,191 | $89,370-70.7% | $141,197-81.5% | $72,976-64.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.36% | 111.88%-93.5pp | 71.41%-53.0pp | 81.02%-62.7pp |
| Employer contribution / active EE | $3,902 | $3,115+25.3% | $4,736-17.6% | $2,440+59.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,935 | $5,957-67.5% | $10,265-81.2% | $5,124-62.2% |