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 | $39,906 | $87,834-54.6% | $133,975-70.2% | $62,881-36.5% |
| Participation rate | 73.8% | 83.4%-9.6pp | 87.1%-13.3pp | 69.3%+4.5pp |
| Annual return | -0.35% | 12.05%-12.4pp | 29.29%-29.6pp | 20.14%-20.5pp |
| Employer contribution / active EE | $1,880 | $3,482-46.0% | $5,211-63.9% | $2,281-17.6% |
| Participant deferral / active EE | $1,727 | $4,812-64.1% | $6,282-72.5% | $3,203-46.1% |
| Admin fee / account holder | $737 | $5,372-86.3% | $9,324-92.1% | $4,296-82.9% |