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 | $50,453 | $102,422-50.7% | $147,117-65.7% | $80,959-37.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 6.19% | 135.16%-129.0pp | 420.54%-414.3pp | 35.67%-29.5pp |
| Employer contribution / active EE | $1,485 | $3,717-60.0% | $4,932-69.9% | $2,757-46.1% |
| Participant deferral / active EE | $1,172 | $6,652-82.4% | $8,065-85.5% | $4,300-72.7% |
| Admin fee / account holder | $2,029 | $7,953-74.5% | $12,993-84.4% | $6,925-70.7% |