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 | $38,928 | $201,344-80.7% | $184,243-78.9% | $145,877-73.3% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 5.31% | 29.01%-23.7pp | 28.82%-23.5pp | 551.28%-546.0pp |
| Employer contribution / active EE | $1,604 | $7,022-77.2% | $6,427-75.0% | $4,663-65.6% |
| Participant deferral / active EE | $2,267 | $9,807-76.9% | $9,132-75.2% | $6,691-66.1% |
| Admin fee / account holder | $46,823 | $16,382+185.8% | $13,914+236.5% | $13,402+249.4% |