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 | $15,045 | $39,132-61.6% | $57,196-73.7% | $62,881-76.1% |
| Participation rate | 85.9% | 70.5%+15.4pp | 75.3%+10.6pp | 69.3%+16.6pp |
| Annual return | -0.49% | 9.24%-9.7pp | 14.59%-15.1pp | 20.14%-20.6pp |
| Employer contribution / active EE | $1,150 | $1,874-38.6% | $2,683-57.1% | $2,281-49.6% |
| Participant deferral / active EE | $408 | $2,374-82.8% | $3,096-86.8% | $3,203-87.3% |
| Admin fee / account holder | $782 | $2,594-69.9% | $3,141-75.1% | $4,296-81.8% |