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 | $120,447 | $93,586+28.7% | $135,925-11.4% | $75,173+60.2% |
| Participation rate | 84.4% | 75.2%+9.3pp | 81.9%+2.5pp | 67.2%+17.2pp |
| Annual return | 13.79% | 30.90%-17.1pp | 68.25%-54.5pp | 160.65%-146.9pp |
| Employer contribution / active EE | $7,190 | $3,537+103.2% | $4,857+48.0% | $2,670+169.2% |
| Participant deferral / active EE | $498 | $6,405-92.2% | $7,759-93.6% | $4,126-87.9% |
| Admin fee / account holder | $682 | $6,977-90.2% | $10,764-93.7% | $5,651-87.9% |