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 | $102,134 | $76,834+32.9% | $108,359-5.7% | $87,485+16.7% |
| Participation rate | 97.6% | 61.7%+35.8pp | 70.1%+27.4pp | 68.9%+28.6pp |
| Annual return | 6.47% | 19.09%-12.6pp | 36.89%-30.4pp | 26.06%-19.6pp |
| Employer contribution / active EE | $4,878 | $1,556+213.4% | $2,399+103.3% | $2,596+87.9% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,530 | $6,537-0.1% | $9,741-33.0% | $7,775-16.0% |