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 | $55,870 | $181,896-69.3% | $156,551-64.3% | $273,972-79.6% |
| Participation rate | 76.5% | 88.4%-11.9pp | 84.0%-7.5pp | 83.0%-6.5pp |
| Annual return | -3.88% | 30.74%-34.6pp | 32.23%-36.1pp | 41.46%-45.3pp |
| Employer contribution / active EE | $5,199 | $6,248-16.8% | $5,501-5.5% | $4,869+6.8% |
| Participant deferral / active EE | $1,773 | $5,550-68.0% | $4,871-63.6% | $5,287-66.5% |
| Admin fee / account holder | $969 | $15,560-93.8% | $13,028-92.6% | $10,133-90.4% |