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 | $26,929 | $172,111-84.4% | $150,298-82.1% | $137,256-80.4% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 7.79% | 69.37%-61.6pp | 62.79%-55.0pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,708 | $4,636-63.2% | $4,154-58.9% | $4,156-58.9% |
| Participant deferral / active EE | $587 | $6,166-90.5% | $5,453-89.2% | $6,407-90.8% |
| Admin fee / account holder | $878 | $16,471-94.7% | $14,116-93.8% | $12,270-92.8% |