Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,131 | $78,682-60.4% | $109,188-71.5% | $85,851-63.7% |
| Participation rate | 97.9% | 68.3%+29.6pp | 75.9%+22.0pp | 69.3%+28.6pp |
| Annual return | 8.61% | 25.09%-16.5pp | 25.76%-17.1pp | 318.63%-310.0pp |
| Employer contribution / active EE | $4,511 | $2,734+65.0% | $3,723+21.2% | $2,565+75.8% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,695 | $5,470+77.3% | $6,755+43.5% | $6,261+54.9% |