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 | $16,231 | $99,345-83.7% | $84,753-80.8% | $273,972-94.1% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | -0.82% | 22.93%-23.7pp | 22.78%-23.6pp | 41.46%-42.3pp |
| Employer contribution / active EE | $4,320 | $4,214+2.5% | $3,574+20.9% | $4,869-11.3% |
| Participant deferral / active EE | $704 | $4,270-83.5% | $3,712-81.0% | $5,287-86.7% |
| Admin fee / account holder | $731 | $6,645-89.0% | $5,333-86.3% | $10,133-92.8% |