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 | $23,308 | $162,136-85.6% | $152,301-84.7% | $154,746-84.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 10.50% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $924 | $4,890-81.1% | $4,624-80.0% | $4,379-78.9% |
| Participant deferral / active EE | $1,896 | $8,341-77.3% | $8,004-76.3% | $6,730-71.8% |
| Admin fee / account holder | $2,941 | $15,759-81.3% | $14,398-79.6% | $14,365-79.5% |