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 | $30,429 | $81,487-62.7% | $102,412-70.3% | $80,935-62.4% |
| Participation rate | 95.2% | 66.8%+28.4pp | 74.5%+20.7pp | 67.7%+27.6pp |
| Annual return | 8.53% | 25.60%-17.1pp | 24.94%-16.4pp | 35.66%-27.1pp |
| Employer contribution / active EE | $5,924 | $3,103+90.9% | $3,870+53.1% | $2,757+114.9% |
| Participant deferral / active EE | $1,185 | $3,871-69.4% | $5,060-76.6% | $4,299-72.4% |
| Admin fee / account holder | $12,598 | $6,717+87.6% | $8,388+50.2% | $6,924+81.9% |