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 | $31,134 | $129,737-76.0% | $119,126-73.9% | $154,746-79.9% |
| Participation rate | 94.1% | 78.9%+15.3pp | 75.8%+18.4pp | 80.7%+13.4pp |
| Annual return | 9.26% | 379.08%-369.8pp | 282.11%-272.8pp | 172.34%-163.1pp |
| Employer contribution / active EE | $8,379 | $4,375+91.5% | $4,034+107.7% | $4,379+91.4% |
| Participant deferral / active EE | $701 | $5,842-88.0% | $5,318-86.8% | $6,730-89.6% |
| Admin fee / account holder | $1,743 | $11,961-85.4% | $10,693-83.7% | $14,365-87.9% |