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 | $32,231 | $60,139-46.4% | $90,461-64.4% | $79,856-59.6% |
| Participation rate | 89.0% | 65.0%+24.0pp | 72.7%+16.3pp | 69.6%+19.4pp |
| Annual return | 9.52% | 71.96%-62.4pp | 1294.76%-1285.2pp | 31.71%-22.2pp |
| Employer contribution / active EE | $722 | $2,069-65.1% | $3,264-77.9% | $2,471-70.8% |
| Participant deferral / active EE | $771 | $2,939-73.8% | $3,964-80.6% | $3,741-79.4% |
| Admin fee / account holder | $2,983 | $3,978-25.0% | $5,617-46.9% | $5,306-43.8% |