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 | $21,665 | $81,276-73.3% | $155,574-86.1% | $80,925-73.2% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.7%+29.1pp |
| Annual return | 6.99% | 33.36%-26.4pp | 64.87%-57.9pp | 35.65%-28.7pp |
| Employer contribution / active EE | $1,038 | $3,103-66.5% | $4,676-77.8% | $2,756-62.3% |
| Participant deferral / active EE | $705 | $3,453-79.6% | $5,629-87.5% | $4,299-83.6% |
| Admin fee / account holder | $1,740 | $7,993-78.2% | $15,914-89.1% | $6,940-74.9% |