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 | $81,446-57.6% | $103,374-66.6% | $80,874-57.3% |
| Participation rate | 77.2% | 66.9%+10.4pp | 74.5%+2.7pp | 67.6%+9.6pp |
| Annual return | 9.57% | 25.57%-16.0pp | 24.89%-15.3pp | 35.62%-26.1pp |
| Employer contribution / active EE | $2,802 | $3,107-9.8% | $3,869-27.6% | $2,756+1.7% |
| Participant deferral / active EE | $1,488 | $3,870-61.6% | $5,058-70.6% | $4,297-65.4% |
| Admin fee / account holder | $15,257 | $6,715+127.2% | $8,394+81.8% | $6,935+120.0% |