Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,012 | $90,691-85.7% | $76,119-82.9% | $145,884-91.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.1%+8.7pp | 80.3%-2.5pp |
| Annual return | 7.98% | 624.52%-616.5pp | 361.25%-353.3pp | 551.85%-543.9pp |
| Employer contribution / active EE | $656 | $3,329-80.3% | $2,693-75.6% | $4,662-85.9% |
| Participant deferral / active EE | $1,082 | $5,167-79.1% | $4,259-74.6% | $6,690-83.8% |
| Admin fee / account holder | $6,470 | $8,383-22.8% | $6,421+0.8% | $13,392-51.7% |