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 | $19,916 | $63,346-68.6% | $92,239-78.4% | $70,124-71.6% |
| Participation rate | 81.8% | 68.7%+13.1pp | 76.5%+5.3pp | 69.5%+12.3pp |
| Annual return | 10.52% | 530.19%-519.7pp | 176.29%-165.8pp | 73.14%-62.6pp |
| Employer contribution / active EE | $2,719 | $2,471+10.0% | $3,680-26.1% | $2,342+16.1% |
| Participant deferral / active EE | $679 | $2,854-76.2% | $3,897-82.6% | $3,332-79.6% |
| Admin fee / account holder | $7,146 | $3,841+86.1% | $5,194+37.6% | $4,645+53.8% |