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 | $43,625 | $76,407-42.9% | $150,298-71.0% | $82,448-47.1% |
| Participation rate | 98.6% | 66.4%+32.2pp | 77.8%+20.9pp | 68.1%+30.6pp |
| Annual return | 2.11% | 39.99%-37.9pp | 62.79%-60.7pp | 41.64%-39.5pp |
| Employer contribution / active EE | $1,233 | $2,614-52.8% | $4,154-70.3% | $2,551-51.7% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,388 | $6,352-62.4% | $14,116-83.1% | $7,234-67.0% |