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 | $37,581 | $80,812-53.5% | $160,784-76.6% | $82,448-54.4% |
| Participation rate | 87.9% | 66.2%+21.6pp | 77.0%+10.9pp | 68.1%+19.8pp |
| Annual return | 10.98% | 100.59%-89.6pp | 1803.92%-1792.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,675 | $2,174-22.9% | $3,733-55.1% | $2,551-34.3% |
| Participant deferral / active EE | $1,253 | $4,335-71.1% | $6,293-80.1% | $4,139-69.7% |
| Admin fee / account holder | $591 | $7,695-92.3% | $9,717-93.9% | $7,234-91.8% |