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 | $160,563 | $201,259-20.2% | $184,200-12.8% | $145,959+10.0% |
| Participation rate | 70.6% | 87.5%-16.9pp | 86.8%-16.2pp | 80.3%-9.7pp |
| Annual return | 9.56% | 28.98%-19.4pp | 28.80%-19.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,623 | $9,806-73.3% | $9,132-71.3% | $6,689-60.8% |
| Admin fee / account holder | $5,952 | $16,372-63.6% | $13,907-57.2% | $13,398-55.6% |