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 | $61,336 | $68,586-10.6% | $120,380-49.0% | $80,911-24.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 6.36% | 23.62%-17.3pp | 107.28%-100.9pp | 35.63%-29.3pp |
| Employer contribution / active EE | $2,379 | $2,053+15.9% | $3,465-31.3% | $2,756-13.7% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,992-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,036 | $5,733-12.2% | $9,421-46.5% | $6,935-27.4% |