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 | $86,150 | $88,672-2.8% | $105,223-18.1% | $82,448+4.5% |
| Participation rate | 93.9% | 67.9%+26.0pp | 75.0%+18.9pp | 68.1%+25.9pp |
| Annual return | 11.95% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $4,494 | $3,048+47.4% | $3,689+21.8% | $2,551+76.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,273 | $7,146-68.2% | $8,859-74.3% | $7,234-68.6% |