Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,689 | $93,617-73.6% | $135,982-81.8% | $75,177-67.2% |
| Participation rate | 73.0% | 75.2%-2.2pp | 81.9%-8.9pp | 67.2%+5.8pp |
| Annual return | 13.76% | 30.89%-17.1pp | 68.32%-54.6pp | 160.75%-147.0pp |
| Employer contribution / active EE | $1,268 | $3,538-64.2% | $4,859-73.9% | $2,671-52.5% |
| Participant deferral / active EE | $1,880 | $6,406-70.7% | $7,760-75.8% | $4,126-54.4% |
| Admin fee / account holder | $2,196 | $6,980-68.5% | $10,767-79.6% | $5,651-61.2% |