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 | $13,642 | $45,041-69.7% | $63,003-78.3% | $70,131-80.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.16% | 18.76%-7.6pp | 87.59%-76.4pp | 73.14%-62.0pp |
| Employer contribution / active EE | $1,257 | $2,052-38.8% | $2,760-54.5% | $2,342-46.3% |
| Participant deferral / active EE | $463 | $2,465-81.2% | $3,329-86.1% | $3,332-86.1% |
| Admin fee / account holder | $3,981 | $2,836+40.4% | $3,600+10.6% | $4,645-14.3% |