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 | $30,495 | $127,387-76.1% | $115,038-73.5% | $125,389-75.7% |
| Participation rate | 86.4% | 84.2%+2.2pp | 81.4%+5.0pp | 83.2%+3.2pp |
| Annual return | -3.52% | 31.28%-34.8pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,395 | $5,166-73.0% | $4,608-69.7% | $4,866-71.3% |
| Participant deferral / active EE | $1,700 | $6,423-73.5% | $6,026-71.8% | $5,352-68.2% |
| Admin fee / account holder | $1,538 | $9,516-83.8% | $8,175-81.2% | $9,541-83.9% |