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 | $126,661-48.4% | $113,397-42.3% | $138,895-52.9% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.5%-5.1pp | 79.9%-8.5pp |
| Annual return | 7.09% | 25.05%-18.0pp | 23.20%-16.1pp | 145.39%-138.3pp |
| Employer contribution / active EE | $2,423 | $3,456-29.9% | $2,977-18.6% | $4,194-42.2% |
| Participant deferral / active EE | $899 | $5,693-84.2% | $5,076-82.3% | $6,396-85.9% |
| Admin fee / account holder | $4,687 | $14,549-67.8% | $11,957-60.8% | $12,562-62.7% |