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 | $43,663 | $111,535-60.9% | $105,223-58.5% | $137,256-68.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 9.85% | 237.85%-228.0pp | 180.65%-170.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,250 | $3,939-68.3% | $3,689-66.1% | $4,156-69.9% |
| Participant deferral / active EE | $1,072 | $5,500-80.5% | $5,072-78.9% | $6,407-83.3% |
| Admin fee / account holder | $9,917 | $9,721+2.0% | $8,859+11.9% | $12,270-19.2% |