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 | $72,176 | $68,878+4.8% | $120,574-40.1% | $80,935-10.8% |
| Participation rate | 72.2% | 61.7%+10.5pp | 71.9%+0.3pp | 67.7%+4.6pp |
| Annual return | 8.74% | 23.67%-14.9pp | 107.42%-98.7pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,014 | $2,065-50.9% | $3,471-70.8% | $2,757-63.2% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,125 | $5,782+161.6% | $9,445+60.1% | $6,924+118.4% |