Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,735 | $59,440-75.2% | $70,160-79.0% | $75,173-80.4% |
| Participation rate | 92.6% | 71.6%+21.0pp | 78.8%+13.8pp | 67.2%+25.4pp |
| Annual return | 10.08% | 18.53%-8.5pp | 19.08%-9.0pp | 160.72%-150.6pp |
| Employer contribution / active EE | $4,518 | $3,307+36.6% | $4,285+5.4% | $2,671+69.2% |
| Participant deferral / active EE | $568 | $3,653-84.4% | $5,394-89.5% | $4,126-86.2% |
| Admin fee / account holder | $1,656 | $4,401-62.4% | $4,582-63.9% | $5,651-70.7% |