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 | $16,939 | $77,814-78.2% | $158,223-89.3% | $86,983-80.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 5.93% | 30.54%-24.6pp | 52.09%-46.2pp | 25.83%-19.9pp |
| Employer contribution / active EE | $3,048 | $2,592+17.6% | $4,109-25.8% | $2,584+17.9% |
| Participant deferral / active EE | $623 | $3,270-80.9% | $5,467-88.6% | $4,194-85.1% |
| Admin fee / account holder | $963 | $5,879-83.6% | $16,047-94.0% | $7,856-87.7% |