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 | $58,232 | $80,983-28.1% | $96,544-39.7% | $75,177-22.5% |
| Participation rate | 77.1% | 71.8%+5.4pp | 76.0%+1.2pp | 67.2%+9.9pp |
| Annual return | 8.76% | 27.05%-18.3pp | 25.88%-17.1pp | 160.75%-152.0pp |
| Employer contribution / active EE | $3,586 | $2,282+57.1% | $2,966+20.9% | $2,671+34.3% |
| Participant deferral / active EE | $1,582 | $3,929-59.7% | $4,851-67.4% | $4,126-61.7% |
| Admin fee / account holder | $2,257 | $6,717-66.4% | $8,254-72.7% | $5,651-60.1% |