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 | $20,126 | $60,139-66.5% | $90,461-77.8% | $79,856-74.8% |
| Participation rate | 86.5% | 65.0%+21.5pp | 72.7%+13.8pp | 69.6%+16.8pp |
| Annual return | 9.09% | 71.96%-62.9pp | 1294.76%-1285.7pp | 31.71%-22.6pp |
| Employer contribution / active EE | $711 | $2,069-65.6% | $3,264-78.2% | $2,471-71.2% |
| Participant deferral / active EE | $746 | $2,939-74.6% | $3,964-81.2% | $3,741-80.1% |
| Admin fee / account holder | $8,323 | $3,978+109.2% | $5,617+48.2% | $5,306+56.8% |