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 | $51,293 | $87,834-41.6% | $133,975-61.7% | $62,881-18.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.99% | 12.05%-8.1pp | 29.29%-25.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $7,464 | $3,482+114.3% | $5,211+43.2% | $2,281+227.2% |
| Participant deferral / active EE | $1,593 | $4,812-66.9% | $6,282-74.6% | $3,203-50.3% |
| Admin fee / account holder | $19,980 | $5,372+271.9% | $9,324+114.3% | $4,296+365.1% |