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 | $34,512 | $81,504-57.7% | $102,437-66.3% | $80,959-57.4% |
| Participation rate | 77.2% | 66.9%+10.4pp | 74.5%+2.7pp | 67.7%+9.5pp |
| Annual return | 9.57% | 25.60%-16.0pp | 24.95%-15.4pp | 35.67%-26.1pp |
| Employer contribution / active EE | $2,802 | $3,104-9.7% | $3,871-27.6% | $2,757+1.6% |
| Participant deferral / active EE | $1,488 | $3,871-61.6% | $5,060-70.6% | $4,300-65.4% |
| Admin fee / account holder | $15,257 | $6,719+127.1% | $8,388+81.9% | $6,925+120.3% |