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 | $44,978 | $59,804-24.8% | $81,982-45.1% | $79,856-43.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 0.86% | 17.56%-16.7pp | 41.31%-40.5pp | 31.71%-30.8pp |
| Employer contribution / active EE | $4,309 | $1,713+151.5% | $2,498+72.5% | $2,471+74.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,186 | $4,288-2.4% | $5,665-26.1% | $5,306-21.1% |