Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,000 | $101,591-61.6% | $147,096-73.5% | $74,429-47.6% |
| Participation rate | 98.1% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 12.67% | 8746.45%-8733.8pp | 419.75%-407.1pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $1,843 | $3,813-51.7% | $4,936-62.7% | $2,625-29.8% |
| Participant deferral / active EE | $2,732 | $7,302-62.6% | $8,071-66.2% | $4,348-37.2% |
| Admin fee / account holder | $1,497 | $1,750-14.5% | $13,005-88.5% | $1,944-23.0% |