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 | $60,247 | $105,200-42.7% | $159,474-62.2% | $85,847-29.8% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.8%+8.3pp | 69.3%+21.9pp |
| Annual return | 12.29% | 45.08%-32.8pp | 263.68%-251.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $2,905 | $3,319-12.5% | $4,831-39.9% | $2,565+13.2% |
| Participant deferral / active EE | $1,162 | $5,946-80.5% | $7,353-84.2% | $3,952-70.6% |
| Admin fee / account holder | $952 | $6,934-86.3% | $10,802-91.2% | $6,261-84.8% |