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 | $30,539 | $78,027-60.9% | $178,528-82.9% | $80,925-62.3% |
| Participation rate | 88.5% | 65.7%+22.8pp | 77.1%+11.4pp | 67.7%+20.8pp |
| Annual return | 4.76% | 18.09%-13.3pp | 27.11%-22.3pp | 35.65%-30.9pp |
| Employer contribution / active EE | $1,727 | $2,281-24.3% | $3,950-56.3% | $2,756-37.4% |
| Participant deferral / active EE | $912 | $4,408-79.3% | $6,278-85.5% | $4,299-78.8% |
| Admin fee / account holder | $123,366 | $7,168+1621.2% | $10,419+1084.0% | $6,940+1677.6% |