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 | $248,460 | $172,111+44.4% | $150,298+65.3% | $137,256+81.0% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 9.40% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,537 | $4,636-66.9% | $4,154-63.0% | $4,156-63.0% |
| Participant deferral / active EE | $1,080 | $6,166-82.5% | $5,453-80.2% | $6,407-83.1% |
| Admin fee / account holder | $9,593 | $16,471-41.8% | $14,116-32.0% | $12,270-21.8% |