Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,729 | $155,555-80.9% | $146,866-79.8% | $155,188-80.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.36% | 115.41%-108.1pp | 102.85%-95.5pp | 148.84%-141.5pp |
| Employer contribution / active EE | $1,972 | $4,647-57.6% | $4,425-55.4% | $4,248-53.6% |
| Participant deferral / active EE | $2,359 | $8,044-70.7% | $7,759-69.6% | $6,531-63.9% |
| Admin fee / account holder | $5,667 | $14,755-61.6% | $13,620-58.4% | $14,480-60.9% |