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 | $142,972-23.3% | $214,702-49.0% | $86,983+26.0% |
| Participation rate | 96.3% | 84.9%+11.4pp | 87.5%+8.8pp | 69.5%+26.8pp |
| Annual return | 11.67% | 18.49%-6.8pp | 54.55%-42.9pp | 25.83%-14.2pp |
| Employer contribution / active EE | $5,853 | $4,635+26.3% | $6,461-9.4% | $2,584+126.5% |
| Participant deferral / active EE | $2,856 | $6,568-56.5% | $9,147-68.8% | $4,194-31.9% |
| Admin fee / account holder | $829 | $17,617-95.3% | $19,830-95.8% | $7,856-89.4% |