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 | $24,236 | $54,757-55.7% | $90,300-73.2% | $72,983-66.8% |
| Participation rate | 96.0% | 65.1%+30.9pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 16.33% | 30.63%-14.3pp | 78.11%-61.8pp | 81.01%-64.7pp |
| Employer contribution / active EE | $5,541 | $2,092+164.8% | $2,854+94.1% | $2,440+127.1% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,527 | $3,972-61.6% | $5,353-71.5% | $5,124-70.2% |