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 | $53,146 | $88,672-40.1% | $105,223-49.5% | $82,448-35.5% |
| Participation rate | 81.5% | 67.9%+13.6pp | 75.0%+6.4pp | 68.1%+13.4pp |
| Annual return | 11.86% | 30.86%-19.0pp | 180.65%-168.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $4,126 | $3,048+35.4% | $3,689+11.9% | $2,551+61.7% |
| Participant deferral / active EE | $407 | $4,036-89.9% | $5,072-92.0% | $4,139-90.2% |
| Admin fee / account holder | $14,097 | $7,146+97.3% | $8,859+59.1% | $7,234+94.9% |