Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,129 | $100,970-86.0% | $96,576-85.4% | $137,256-89.7% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 7.35% | 38.16%-30.8pp | 38.47%-31.1pp | 220.34%-213.0pp |
| Employer contribution / active EE | $1,307 | $3,809-65.7% | $3,553-63.2% | $4,156-68.6% |
| Participant deferral / active EE | $1,695 | $8,286-79.6% | $7,956-78.7% | $6,407-73.6% |
| Admin fee / account holder | $5,820 | $11,312-48.6% | $11,381-48.9% | $12,270-52.6% |