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 | $103,446 | $58,493+76.9% | $84,021+23.1% | $72,975+41.8% |
| Participation rate | 89.7% | 61.2%+28.4pp | 69.0%+20.6pp | 69.5%+20.2pp |
| Annual return | -2.95% | 28.93%-31.9pp | 71.32%-74.3pp | 81.01%-84.0pp |
| Employer contribution / active EE | $2,476 | $1,163+112.9% | $1,984+24.8% | $2,440+1.5% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $308 | $4,569-93.3% | $6,102-95.0% | $5,124-94.0% |