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 | $14,857 | $78,690-81.1% | $161,489-90.8% | $87,485-83.0% |
| Participation rate | 98.3% | 67.5%+30.8pp | 78.7%+19.6pp | 68.9%+29.3pp |
| Annual return | 12.02% | 32.74%-20.7pp | 89.72%-77.7pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,758 | $2,588-32.1% | $4,268-58.8% | $2,596-32.3% |
| Participant deferral / active EE | $636 | $3,311-80.8% | $5,630-88.7% | $4,274-85.1% |
| Admin fee / account holder | $2,107 | $6,724-68.7% | $16,006-86.8% | $7,775-72.9% |