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 | $29,705 | $117,904-74.8% | $102,457-71.0% | $145,978-79.7% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 8.59% | 31.80%-23.2pp | 29.41%-20.8pp | 550.52%-541.9pp |
| Employer contribution / active EE | $1,775 | $3,613-50.9% | $3,022-41.3% | $4,662-61.9% |
| Participant deferral / active EE | $1,534 | $5,733-73.2% | $5,054-69.7% | $6,690-77.1% |
| Admin fee / account holder | $23,025 | $13,329+72.7% | $9,451+143.6% | $13,400+71.8% |