Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,307 | $55,902-19.0% | $76,030-40.4% | $80,959-44.0% |
| Participation rate | 97.3% | 62.1%+35.2pp | 69.1%+28.2pp | 67.7%+29.6pp |
| Annual return | 2.91% | 20.59%-17.7pp | 361.54%-358.6pp | 35.67%-32.8pp |
| Employer contribution / active EE | $2,973 | $1,867+59.3% | $2,688+10.6% | $2,757+7.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,105 | $5,239-78.9% | $6,421-82.8% | $6,925-84.0% |