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 | $48,411 | $76,551-36.8% | $123,894-60.9% | $62,881-23.0% |
| Participation rate | 84.4% | 73.0%+11.4pp | 81.4%+3.0pp | 69.3%+15.1pp |
| Annual return | 5.57% | 18.68%-13.1pp | 47.52%-41.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,279 | $2,882-20.9% | $4,617-50.6% | $2,281-0.1% |
| Participant deferral / active EE | $910 | $4,840-81.2% | $5,984-84.8% | $3,203-71.6% |
| Admin fee / account holder | $1,977 | $4,826-59.0% | $8,357-76.3% | $4,296-54.0% |