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 | $34,273 | $81,331-57.9% | $155,534-78.0% | $80,935-57.7% |
| Participation rate | 70.8% | 66.3%+4.6pp | 78.2%-7.4pp | 67.7%+3.2pp |
| Annual return | 8.12% | 33.37%-25.3pp | 64.92%-56.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $747 | $3,454-78.4% | $5,630-86.7% | $4,299-82.6% |
| Admin fee / account holder | $4,245 | $7,999-46.9% | $15,900-73.3% | $6,924-38.7% |