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 | $50,950 | $89,370-43.0% | $141,197-63.9% | $72,976-30.2% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 16.15% | 111.88%-95.7pp | 71.41%-55.3pp | 81.02%-64.9pp |
| Employer contribution / active EE | $2,598 | $3,115-16.6% | $4,736-45.1% | $2,440+6.5% |
| Participant deferral / active EE | $1,039 | $5,419-80.8% | $6,710-84.5% | $3,608-71.2% |
| Admin fee / account holder | $975 | $5,957-83.6% | $10,265-90.5% | $5,124-81.0% |