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 | $62,944 | $138,393-54.5% | $184,256-65.8% | $80,959-22.3% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.7%+18.0pp |
| Annual return | 10.18% | 20.01%-9.8pp | 28.85%-18.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,795 | $4,847-63.0% | $6,427-72.1% | $2,757-34.9% |
| Participant deferral / active EE | $3,021 | $7,076-57.3% | $9,133-66.9% | $4,300-29.8% |
| Admin fee / account holder | $1,088 | $10,489-89.6% | $13,899-92.2% | $6,925-84.3% |