Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,072 | $88,672-72.9% | $105,223-77.1% | $82,448-70.8% |
| Participation rate | 89.6% | 67.9%+21.7pp | 75.0%+14.5pp | 68.1%+21.5pp |
| Annual return | 11.24% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,875 | $3,048-5.7% | $3,689-22.1% | $2,551+12.7% |
| Participant deferral / active EE | $103 | $4,036-97.4% | $5,072-98.0% | $4,139-97.5% |
| Admin fee / account holder | $1,776 | $7,146-75.1% | $8,859-80.0% | $7,234-75.4% |