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 | $65,409 | $136,860-52.2% | $120,344-45.6% | $154,746-57.7% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 7.09% | 21.38%-14.3pp | 20.30%-13.2pp | 172.34%-165.2pp |
| Employer contribution / active EE | $2,423 | $3,533-31.4% | $3,020-19.8% | $4,379-44.7% |
| Participant deferral / active EE | $899 | $5,793-84.5% | $5,135-82.5% | $6,730-86.6% |
| Admin fee / account holder | $4,687 | $15,393-69.6% | $12,742-63.2% | $14,365-67.4% |