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 | $187,957 | $108,825+72.7% | $156,181+20.3% | $82,448+128.0% |
| Participation rate | 92.9% | 72.4%+20.5pp | 78.8%+14.0pp | 68.1%+24.8pp |
| Annual return | 8.57% | 20.59%-12.0pp | 64.87%-56.3pp | 41.64%-33.1pp |
| Employer contribution / active EE | $4,762 | $2,870+65.9% | $4,294+10.9% | $2,551+86.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,328 | $9,341-85.8% | $14,586-90.9% | $7,234-81.6% |