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 | $34,506 | $102,422-66.3% | $147,117-76.5% | $80,959-57.4% |
| Participation rate | 84.1% | 75.9%+8.3pp | 82.2%+1.9pp | 67.7%+16.5pp |
| Annual return | 11.76% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,555 | $3,717-58.2% | $4,932-68.5% | $2,757-43.6% |
| Participant deferral / active EE | $1,378 | $6,652-79.3% | $8,065-82.9% | $4,300-68.0% |
| Admin fee / account holder | $1,910 | $7,953-76.0% | $12,993-85.3% | $6,925-72.4% |