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 | $29,065 | $76,371-61.9% | $93,621-69.0% | $72,975-60.2% |
| Participation rate | 85.7% | 71.8%+14.0pp | 75.8%+9.9pp | 69.5%+16.2pp |
| Annual return | 10.15% | 25.82%-15.7pp | 32.76%-22.6pp | 81.01%-70.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $426 | $3,538-88.0% | $4,070-89.5% | $3,608-88.2% |
| Admin fee / account holder | $3,742 | $6,839-45.3% | $7,890-52.6% | $5,124-27.0% |