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 | $55,635 | $79,955-30.4% | $98,461-43.5% | $75,173-26.0% |
| Participation rate | 82.9% | 70.4%+12.6pp | 75.2%+7.8pp | 67.2%+15.7pp |
| Annual return | 6.07% | 19.75%-13.7pp | 21.17%-15.1pp | 160.72%-154.6pp |
| Employer contribution / active EE | $1,894 | $2,264-16.4% | $3,049-37.9% | $2,671-29.1% |
| Participant deferral / active EE | $1,173 | $3,752-68.7% | $4,738-75.2% | $4,126-71.6% |
| Admin fee / account holder | $4,510 | $6,841-34.1% | $8,961-49.7% | $5,651-20.2% |