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 | $142,190 | $87,132+63.2% | $105,624+34.6% | $80,959+75.6% |
| Participation rate | 81.5% | 70.4%+11.1pp | 75.3%+6.2pp | 67.7%+13.8pp |
| Annual return | 6.06% | 17.03%-11.0pp | 116.20%-110.1pp | 35.67%-29.6pp |
| Employer contribution / active EE | $1,213 | $2,397-49.4% | $3,168-61.7% | $2,757-56.0% |
| Participant deferral / active EE | $1,399 | $3,985-64.9% | $5,013-72.1% | $4,300-67.5% |
| Admin fee / account holder | $3,042 | $8,449-64.0% | $10,961-72.2% | $6,925-56.1% |