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 | $83,898+21.7% | $133,346-23.4% | $94,015+8.6% |
| Participation rate | 97.6% | 63.4%+34.2pp | 72.8%+24.7pp | 70.8%+26.7pp |
| Annual return | 6.47% | 16.00%-9.5pp | 36.85%-30.4pp | 17.84%-11.4pp |
| Employer contribution / active EE | $4,878 | $1,821+167.9% | $2,853+71.0% | $2,790+74.8% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,530 | $7,809-16.4% | $14,264-54.2% | $8,951-27.0% |