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 | $15,859 | $52,306-69.7% | $69,779-77.3% | $62,881-74.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 4.11% | 13.35%-9.2pp | 12.99%-8.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $2,097 | $1,799+16.5% | $2,338-10.3% | $2,281-8.1% |
| Participant deferral / active EE | $90 | $2,395-96.3% | $2,931-96.9% | $3,203-97.2% |
| Admin fee / account holder | $3,551 | $3,691-3.8% | $4,381-18.9% | $4,296-17.3% |