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 | $58,714 | $145,431-59.6% | $211,142-72.2% | $87,485-32.9% |
| Participation rate | 96.3% | 84.7%+11.5pp | 87.3%+9.0pp | 68.9%+27.4pp |
| Annual return | 10.43% | 27.21%-16.8pp | 46.84%-36.4pp | 26.06%-15.6pp |
| Employer contribution / active EE | $2,171 | $4,662-53.4% | $6,442-66.3% | $2,596-16.4% |
| Participant deferral / active EE | $3,100 | $6,859-54.8% | $9,284-66.6% | $4,274-27.5% |
| Admin fee / account holder | $550 | $17,052-96.8% | $19,076-97.1% | $7,775-92.9% |