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 | $29,861 | $102,422-70.8% | $147,117-79.7% | $80,959-63.1% |
| Participation rate | 75.7% | 75.9%-0.2pp | 82.2%-6.5pp | 67.7%+8.0pp |
| Annual return | 9.56% | 135.16%-125.6pp | 420.54%-411.0pp | 35.67%-26.1pp |
| Employer contribution / active EE | $874 | $3,717-76.5% | $4,932-82.3% | $2,757-68.3% |
| Participant deferral / active EE | $1,828 | $6,652-72.5% | $8,065-77.3% | $4,300-57.5% |
| Admin fee / account holder | $928 | $7,953-88.3% | $12,993-92.9% | $6,925-86.6% |