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 | $13,468 | $57,119-76.4% | $85,187-84.2% | $80,935-83.4% |
| Participation rate | 74.4% | 56.4%+18.0pp | 67.5%+6.9pp | 67.7%+6.8pp |
| Annual return | 7.33% | 21.70%-14.4pp | 66.67%-59.3pp | 35.66%-28.3pp |
| Employer contribution / active EE | $284 | $1,802-84.2% | $2,732-89.6% | $2,757-89.7% |
| Participant deferral / active EE | $260 | $3,115-91.7% | $4,525-94.3% | $4,299-94.0% |
| Admin fee / account holder | $538 | $4,990-89.2% | $6,162-91.3% | $6,924-92.2% |