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 | $52,677 | $64,517-18.4% | $81,438-35.3% | $80,874-34.9% |
| Participation rate | 73.5% | 63.9%+9.6pp | 69.5%+4.0pp | 67.6%+5.9pp |
| Annual return | 7.30% | 16.35%-9.0pp | 24.74%-17.4pp | 35.62%-28.3pp |
| Employer contribution / active EE | $1,603 | $1,982-19.1% | $2,460-34.8% | $2,756-41.8% |
| Participant deferral / active EE | $456 | $3,096-85.3% | $3,883-88.3% | $4,297-89.4% |
| Admin fee / account holder | $13,165 | $5,677+131.9% | $5,764+128.4% | $6,935+89.8% |