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 | $34,113 | $67,411-49.4% | $91,004-62.5% | $70,126-51.4% |
| Participation rate | 83.3% | 71.4%+12.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 11.97% | -40.16%+52.1pp | 4.60%+7.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,610 | $1,786-9.8% | $2,456-34.4% | $2,343-31.3% |
| Participant deferral / active EE | $1,170 | $2,823-58.5% | $3,548-67.0% | $3,332-64.9% |
| Admin fee / account holder | $8,734 | $4,236+106.2% | $5,417+61.2% | $4,645+88.0% |