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 | $35,453 | $72,273-50.9% | $101,275-65.0% | $79,856-55.6% |
| Participation rate | 86.4% | 68.5%+18.0pp | 75.8%+10.6pp | 69.6%+16.8pp |
| Annual return | 9.51% | 22.30%-12.8pp | 46.48%-37.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $2,538 | $2,691-5.7% | $3,660-30.6% | $2,471+2.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,845 | $4,401+78.2% | $5,948+31.9% | $5,306+47.8% |