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 | $51,985 | $83,485-37.7% | $125,195-58.5% | $72,976-28.8% |
| Participation rate | 93.0% | 73.3%+19.7pp | 79.8%+13.2pp | 69.5%+23.5pp |
| Annual return | 15.46% | 25.77%-10.3pp | 43.79%-28.3pp | 81.02%-65.6pp |
| Employer contribution / active EE | $2,326 | $2,346-0.9% | $3,866-39.8% | $2,440-4.7% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,302 | $5,518-22.0% | $9,704-55.7% | $5,124-16.0% |