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 | $16,701 | $53,128-68.6% | $86,582-80.7% | $70,126-76.2% |
| Participation rate | 96.3% | 65.3%+31.0pp | 73.5%+22.7pp | 69.5%+26.8pp |
| Annual return | 9.89% | 27.66%-17.8pp | 965.08%-955.2pp | 73.15%-63.3pp |
| Employer contribution / active EE | $1,936 | $2,068-6.4% | $2,839-31.8% | $2,343-17.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,348 | $3,584-62.4% | $4,904-72.5% | $4,645-71.0% |