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 | $39,397 | $63,346-37.8% | $92,240-57.3% | $70,126-43.8% |
| Participation rate | 91.8% | 68.7%+23.1pp | 76.5%+15.3pp | 69.5%+22.3pp |
| Annual return | 12.41% | 530.19%-517.8pp | 176.29%-163.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $2,979 | $2,471+20.5% | $3,680-19.0% | $2,343+27.2% |
| Participant deferral / active EE | $776 | $2,854-72.8% | $3,897-80.1% | $3,332-76.7% |
| Admin fee / account holder | $6,488 | $3,841+68.9% | $5,194+24.9% | $4,645+39.7% |