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 | $11,285 | $172,111-93.4% | $150,298-92.5% | $137,256-91.8% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 6.44% | 69.37%-62.9pp | 62.79%-56.3pp | 220.34%-213.9pp |
| Employer contribution / active EE | $1,290 | $4,636-72.2% | $4,154-68.9% | $4,156-69.0% |
| Participant deferral / active EE | $1,484 | $6,166-75.9% | $5,453-72.8% | $6,407-76.8% |
| Admin fee / account holder | $2,948 | $16,471-82.1% | $14,116-79.1% | $12,270-76.0% |