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 | $45,887 | $115,931-60.4% | $185,441-75.3% | $86,983-47.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 5.13% | 21.47%-16.3pp | 20.16%-15.0pp | 25.83%-20.7pp |
| Employer contribution / active EE | $1,724 | $2,937-41.3% | $4,672-63.1% | $2,584-33.3% |
| Participant deferral / active EE | $1,855 | $4,551-59.2% | $6,152-69.8% | $4,194-55.8% |
| Admin fee / account holder | $30,853 | $10,687+188.7% | $17,890+72.5% | $7,856+292.7% |