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 | $40,936 | $100,970-59.5% | $96,576-57.6% | $137,256-70.2% |
| Participation rate | 72.2% | 82.6%-10.4pp | 81.4%-9.2pp | 80.0%-7.7pp |
| Annual return | 8.62% | 38.16%-29.5pp | 38.47%-29.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $635 | $3,809-83.3% | $3,553-82.1% | $4,156-84.7% |
| Participant deferral / active EE | $882 | $8,286-89.4% | $7,956-88.9% | $6,407-86.2% |
| Admin fee / account holder | $20,053 | $11,312+77.3% | $11,381+76.2% | $12,270+63.4% |