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 | $30,535 | $117,829-74.1% | $102,423-70.2% | $145,877-79.1% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 8.17% | 31.83%-23.7pp | 29.42%-21.3pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,554 | $3,615-57.0% | $3,023-48.6% | $4,663-66.7% |
| Participant deferral / active EE | $1,588 | $5,732-72.3% | $5,054-68.6% | $6,691-76.3% |
| Admin fee / account holder | $13,320 | $13,335-0.1% | $9,455+40.9% | $13,402-0.6% |