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 | $19,542 | $64,920-69.9% | $103,693-81.2% | $86,983-77.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 4.70% | 30.29%-25.6pp | 47.61%-42.9pp | 25.83%-21.1pp |
| Employer contribution / active EE | $341 | $2,141-84.1% | $2,920-88.3% | $2,584-86.8% |
| Participant deferral / active EE | $775 | $3,241-76.1% | $4,579-83.1% | $4,194-81.5% |
| Admin fee / account holder | $3,922 | $6,191-36.7% | $7,858-50.1% | $7,856-50.1% |