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 | $144,123 | $95,453+51.0% | $112,040+28.6% | $82,448+74.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 10.91% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $9,820 | $2,318+323.7% | $2,954+232.4% | $2,551+284.9% |
| Participant deferral / active EE | $199 | $4,224-95.3% | $5,098-96.1% | $4,139-95.2% |
| Admin fee / account holder | $8,283 | $9,013-8.1% | $12,098-31.5% | $7,234+14.5% |