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 | $50,650 | $97,648-48.1% | $121,663-58.4% | $87,485-42.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 5.55% | 18.03%-12.5pp | 147.54%-142.0pp | 26.06%-20.5pp |
| Employer contribution / active EE | $2,245 | $2,300-2.4% | $3,020-25.7% | $2,596-13.5% |
| Participant deferral / active EE | $825 | $3,923-79.0% | $4,887-83.1% | $4,274-80.7% |
| Admin fee / account holder | $1,508 | $11,100-86.4% | $14,289-89.4% | $7,775-80.6% |