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 | $41,470 | $91,559-54.7% | $133,971-69.0% | $79,852-48.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.91% | 61.85%-53.9pp | 45.09%-37.2pp | 31.72%-23.8pp |
| Employer contribution / active EE | $4,629 | $2,384+94.2% | $3,919+18.1% | $2,471+87.3% |
| Participant deferral / active EE | $1,362 | $3,734-63.5% | $5,047-73.0% | $3,740-63.6% |
| Admin fee / account holder | $2,714 | $6,321-57.1% | $8,929-69.6% | $5,306-48.8% |