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 | $13,784 | $100,911-86.3% | $90,440-84.8% | $158,966-91.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 2.07% | 1726.62%-1724.6pp | 1294.38%-1292.3pp | 302.95%-300.9pp |
| Employer contribution / active EE | $518 | $3,690-86.0% | $3,263-84.1% | $4,762-89.1% |
| Participant deferral / active EE | $614 | $4,348-85.9% | $3,964-84.5% | $5,983-89.7% |
| Admin fee / account holder | $956 | $6,507-85.3% | $5,615-83.0% | $11,250-91.5% |