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 | $43,184 | $104,098-58.5% | $140,514-69.3% | $94,015-54.1% |
| Participation rate | 92.6% | 73.7%+18.9pp | 77.8%+14.8pp | 70.8%+21.8pp |
| Annual return | 2.43% | 15.14%-12.7pp | 14.36%-11.9pp | 17.84%-15.4pp |
| Employer contribution / active EE | $4,630 | $2,388+93.9% | $3,378+37.0% | $2,790+65.9% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,447 | $10,439-86.1% | $13,697-89.4% | $8,951-83.8% |