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 | $14,877 | $78,690-81.1% | $161,489-90.8% | $87,485-83.0% |
| Participation rate | 83.3% | 67.5%+15.9pp | 78.7%+4.6pp | 68.9%+14.4pp |
| Annual return | 11.32% | 32.74%-21.4pp | 89.72%-78.4pp | 26.06%-14.7pp |
| Employer contribution / active EE | $606 | $2,588-76.6% | $4,268-85.8% | $2,596-76.7% |
| Participant deferral / active EE | $815 | $3,311-75.4% | $5,630-85.5% | $4,274-80.9% |
| Admin fee / account holder | $1,328 | $6,724-80.3% | $16,006-91.7% | $7,775-82.9% |