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 | $66,935 | $123,478-45.8% | $216,567-69.1% | $94,015-28.8% |
| Participation rate | 87.9% | 75.1%+12.8pp | 81.6%+6.2pp | 70.8%+17.1pp |
| Annual return | 9.21% | 23.61%-14.4pp | 12.94%-3.7pp | 17.84%-8.6pp |
| Employer contribution / active EE | $1,451 | $3,136-53.7% | $5,216-72.2% | $2,790-48.0% |
| Participant deferral / active EE | $1,680 | $4,556-63.1% | $6,191-72.9% | $4,249-60.5% |
| Admin fee / account holder | $25,364 | $12,753+98.9% | $21,981+15.4% | $8,951+183.4% |