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 | $29,278 | $98,760-70.4% | $149,715-80.4% | $79,858-63.3% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 9.90% | 27.43%-17.5pp | 276.66%-266.8pp | 31.72%-21.8pp |
| Employer contribution / active EE | $782 | $3,217-75.7% | $4,645-83.2% | $2,471-68.3% |
| Participant deferral / active EE | $1,251 | $5,681-78.0% | $6,842-81.7% | $3,740-66.6% |
| Admin fee / account holder | $852 | $6,053-85.9% | $9,310-90.8% | $5,306-83.9% |