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 | $72,617 | $79,557-8.7% | $118,746-38.8% | $70,126+3.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 9.17% | 25.64%-16.5pp | 24.54%-15.4pp | 73.15%-64.0pp |
| Employer contribution / active EE | $1,098 | $2,861-61.6% | $4,193-73.8% | $2,343-53.1% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,629 | $5,374-32.5% | $10,720-66.2% | $4,645-21.9% |