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 | $29,636 | $58,828-49.6% | $78,002-62.0% | $62,881-52.9% |
| Participation rate | 73.2% | 71.1%+2.2pp | 75.5%-2.3pp | 69.3%+3.9pp |
| Annual return | 3.79% | 17.16%-13.4pp | 425.99%-422.2pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $564 | $2,686-79.0% | $3,497-83.9% | $3,203-82.4% |
| Admin fee / account holder | $5,769 | $4,393+31.3% | $5,481+5.3% | $4,296+34.3% |