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 | $56,110 | $172,111-67.4% | $150,298-62.7% | $137,256-59.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 10.91% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,138 | $4,636-32.3% | $4,154-24.5% | $4,156-24.5% |
| Participant deferral / active EE | $1,423 | $6,166-76.9% | $5,453-73.9% | $6,407-77.8% |
| Admin fee / account holder | $308 | $16,471-98.1% | $14,116-97.8% | $12,270-97.5% |