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 | $21,955 | $81,487-73.1% | $102,412-78.6% | $80,935-72.9% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.7%+24.6pp |
| Annual return | 10.04% | 25.60%-15.6pp | 24.94%-14.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,018 | $3,103-67.2% | $3,870-73.7% | $2,757-63.1% |
| Participant deferral / active EE | $332 | $3,871-91.4% | $5,060-93.4% | $4,299-92.3% |
| Admin fee / account holder | $2,445 | $6,717-63.6% | $8,388-70.8% | $6,924-64.7% |