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 | $49,184 | $157,304-68.7% | $141,197-65.2% | $152,909-67.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 0.80% | 64.34%-63.5pp | 71.41%-70.6pp | 345.46%-344.7pp |
| Employer contribution / active EE | $1,127 | $5,263-78.6% | $4,736-76.2% | $4,764-76.3% |
| Participant deferral / active EE | $1,127 | $7,111-84.1% | $6,710-83.2% | $5,851-80.7% |
| Admin fee / account holder | $19,851 | $12,126+63.7% | $10,265+93.4% | $11,601+71.1% |