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 | $64,788 | $124,425-47.9% | $112,040-42.2% | $137,256-52.8% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 7.33% | 24.72%-17.4pp | 24.52%-17.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $859 | $3,411-74.8% | $2,954-70.9% | $4,156-79.3% |
| Participant deferral / active EE | $1,787 | $5,718-68.8% | $5,098-65.0% | $6,407-72.1% |
| Admin fee / account holder | $1,638 | $15,207-89.2% | $12,098-86.5% | $12,270-86.6% |