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 | $58,811 | $36,948+59.2% | $73,658-20.2% | $87,485-32.8% |
| Participation rate | 100.0% | 46.8%+53.2pp | 57.0%+43.0pp | 68.9%+31.1pp |
| Annual return | 5.00% | 28.64%-23.6pp | 29.72%-24.7pp | 26.06%-21.1pp |
| Employer contribution / active EE | $1,136 | $670+69.6% | $1,032+10.1% | $2,596-56.2% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,269 | $2,531+29.2% | $3,357-2.6% | $7,775-58.0% |