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 | $48,325 | $76,551-36.9% | $123,894-61.0% | $62,881-23.1% |
| Participation rate | 72.9% | 73.0%0pp | 81.4%-8.5pp | 69.3%+3.6pp |
| Annual return | 3.60% | 18.68%-15.1pp | 47.52%-43.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $2,045 | $2,882-29.1% | $4,617-55.7% | $2,281-10.3% |
| Participant deferral / active EE | $1,392 | $4,840-71.2% | $5,984-76.7% | $3,203-56.5% |
| Admin fee / account holder | $6,370 | $4,826+32.0% | $8,357-23.8% | $4,296+48.3% |