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 | $109,592 | $145,431-24.6% | $211,142-48.1% | $87,485+25.3% |
| Participation rate | 96.3% | 84.7%+11.5pp | 87.3%+9.0pp | 68.9%+27.4pp |
| Annual return | 11.67% | 27.21%-15.5pp | 46.84%-35.2pp | 26.06%-14.4pp |
| Employer contribution / active EE | $5,853 | $4,662+25.5% | $6,442-9.2% | $2,596+125.4% |
| Participant deferral / active EE | $2,856 | $6,859-58.4% | $9,284-69.2% | $4,274-33.2% |
| Admin fee / account holder | $829 | $17,052-95.1% | $19,076-95.7% | $7,775-89.3% |