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 | $37,846 | $86,919-56.5% | $102,457-63.1% | $80,911-53.2% |
| Participation rate | 98.6% | 72.4%+26.3pp | 76.5%+22.1pp | 67.6%+31.0pp |
| Annual return | 8.29% | 18.90%-10.6pp | 29.41%-21.1pp | 35.63%-27.3pp |
| Employer contribution / active EE | $1,197 | $2,368-49.5% | $3,022-60.4% | $2,756-56.6% |
| Participant deferral / active EE | $954 | $4,119-76.8% | $5,054-81.1% | $4,297-77.8% |
| Admin fee / account holder | $1,282 | $8,049-84.1% | $9,451-86.4% | $6,935-81.5% |