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 | $47,978 | $69,590-31.1% | $136,867-64.9% | $94,015-49.0% |
| Participation rate | 98.5% | 66.3%+32.2pp | 74.5%+24.0pp | 70.8%+27.7pp |
| Annual return | 8.92% | 19.62%-10.7pp | 42.97%-34.0pp | 17.84%-8.9pp |
| Employer contribution / active EE | $4,122 | $2,396+72.0% | $3,547+16.2% | $2,790+47.7% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $10,703 | $8,912+20.1% | $10,340+3.5% | $8,951+19.6% |