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 | $48,737 | $100,970-51.7% | $96,576-49.5% | $137,256-64.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.96% | 38.16%-26.2pp | 38.47%-26.5pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,440 | $3,809+16.6% | $3,553+25.0% | $4,156+6.8% |
| Participant deferral / active EE | $700 | $8,286-91.6% | $7,956-91.2% | $6,407-89.1% |
| Admin fee / account holder | $1,756 | $11,312-84.5% | $11,381-84.6% | $12,270-85.7% |