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 | $36,099 | $93,589-61.4% | $135,942-73.4% | $75,181-52.0% |
| Participation rate | 75.8% | 75.2%+0.6pp | 81.9%-6.2pp | 67.2%+8.6pp |
| Annual return | 13.36% | 30.90%-17.5pp | 68.28%-54.9pp | 160.69%-147.3pp |
| Employer contribution / active EE | $1,515 | $3,537-57.2% | $4,858-68.8% | $2,671-43.3% |
| Participant deferral / active EE | $1,689 | $6,405-73.6% | $7,759-78.2% | $4,126-59.1% |
| Admin fee / account holder | $5,261 | $6,977-24.6% | $10,764-51.1% | $5,650-6.9% |