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 | $21,246 | $124,980-83.0% | $108,359-80.4% | $154,746-86.3% |
| Participation rate | 94.1% | 75.2%+18.9pp | 70.1%+24.0pp | 80.7%+13.4pp |
| Annual return | 7.08% | 45.00%-37.9pp | 36.89%-29.8pp | 172.34%-165.3pp |
| Employer contribution / active EE | $1,254 | $2,851-56.0% | $2,399-47.8% | $4,379-71.4% |
| Participant deferral / active EE | $200 | $4,743-95.8% | $4,137-95.2% | $6,730-97.0% |
| Admin fee / account holder | $2,715 | $11,502-76.4% | $9,741-72.1% | $14,365-81.1% |