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 | $40,149 | $89,515-55.1% | $103,486-61.2% | $80,935-50.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 10.09% | 22.82%-12.7pp | 23.93%-13.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,654 | $4,015-33.9% | $4,679-43.3% | $2,757-3.7% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,628-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,810 | $6,527-72.3% | $9,354-80.6% | $6,924-73.9% |