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 | $52,190 | $83,485-37.5% | $125,195-58.3% | $72,976-28.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 1.17% | 25.77%-24.6pp | 43.79%-42.6pp | 81.02%-79.8pp |
| Employer contribution / active EE | $930 | $2,346-60.3% | $3,866-75.9% | $2,440-61.9% |
| Participant deferral / active EE | $465 | $3,586-87.0% | $4,937-90.6% | $3,608-87.1% |
| Admin fee / account holder | $1,888 | $5,518-65.8% | $9,704-80.5% | $5,124-63.2% |