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 | $46,647 | $105,210-55.7% | $159,487-70.8% | $85,851-45.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.25% | 45.08%-32.8pp | 263.71%-251.5pp | 318.63%-306.4pp |
| Employer contribution / active EE | $786 | $3,319-76.3% | $4,831-83.7% | $2,565-69.4% |
| Participant deferral / active EE | $1,545 | $5,946-74.0% | $7,354-79.0% | $3,952-60.9% |
| Admin fee / account holder | $1,427 | $6,934-79.4% | $10,804-86.8% | $6,261-77.2% |