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 | $30,159 | $81,403-63.0% | $147,027-79.5% | $87,485-65.5% |
| Participation rate | 95.7% | 63.4%+32.2pp | 73.7%+21.9pp | 68.9%+26.7pp |
| Annual return | 10.15% | 16.51%-6.4pp | 20.23%-10.1pp | 26.06%-15.9pp |
| Employer contribution / active EE | $652 | $2,205-70.4% | $3,626-82.0% | $2,596-74.9% |
| Participant deferral / active EE | $643 | $3,315-80.6% | $4,933-87.0% | $4,274-84.9% |
| Admin fee / account holder | $920 | $6,755-86.4% | $12,223-92.5% | $7,775-88.2% |