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 | $33,152 | $185,312-82.1% | $161,489-79.5% | $154,746-78.6% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 6.87% | 103.84%-97.0pp | 89.72%-82.8pp | 172.34%-165.5pp |
| Employer contribution / active EE | $1,250 | $4,769-73.8% | $4,268-70.7% | $4,379-71.5% |
| Participant deferral / active EE | $1,715 | $6,350-73.0% | $5,630-69.5% | $6,730-74.5% |
| Admin fee / account holder | $2,156 | $18,654-88.4% | $16,006-86.5% | $14,365-85.0% |