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 | $78,069 | $114,237-31.7% | $119,258-34.5% | $167,536-53.4% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.7%-7.7pp | 82.1%-7.1pp |
| Annual return | 8.51% | 29.87%-21.4pp | 30.69%-22.2pp | 478.82%-470.3pp |
| Employer contribution / active EE | $1,868 | $4,481-58.3% | $4,384-57.4% | $4,839-61.4% |
| Participant deferral / active EE | $1,868 | $6,084-69.3% | $6,111-69.4% | $6,342-70.5% |
| Admin fee / account holder | $559 | $8,932-93.7% | $7,226-92.3% | $12,315-95.5% |