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 | $52,524 | $209,336-74.9% | $197,124-73.4% | $137,256-61.7% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 11.19% | 48.09%-36.9pp | 44.34%-33.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,119 | $6,591-67.8% | $6,227-66.0% | $4,156-49.0% |
| Participant deferral / active EE | $2,772 | $9,614-71.2% | $9,135-69.7% | $6,407-56.7% |
| Admin fee / account holder | $11,595 | $17,308-33.0% | $16,298-28.9% | $12,270-5.5% |