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 | $59,099 | $65,041-9.1% | $90,965-35.0% | $79,858-26.0% |
| Participation rate | 77.1% | 61.6%+15.5pp | 69.0%+8.1pp | 69.6%+7.5pp |
| Annual return | 1.94% | 30.45%-28.5pp | 134.57%-132.6pp | 31.72%-29.8pp |
| Employer contribution / active EE | $2,336 | $1,247+87.3% | $2,122+10.1% | $2,471-5.5% |
| Participant deferral / active EE | $340 | $2,512-86.5% | $3,373-89.9% | $3,740-90.9% |
| Admin fee / account holder | $4,444 | $4,536-2.0% | $5,960-25.4% | $5,306-16.3% |