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 | $80,802 | $60,349+33.9% | $74,184+8.9% | $62,881+28.5% |
| Participation rate | 96.8% | 72.7%+24.1pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | -0.20% | 21.38%-21.6pp | 17.74%-17.9pp | 20.14%-20.3pp |
| Employer contribution / active EE | $3,100 | $1,680+84.5% | $2,370+30.8% | $2,281+35.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,404 | $4,261+73.8% | $5,586+32.6% | $4,296+72.4% |