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 | $171,318 | $100,970+69.7% | $96,576+77.4% | $137,256+24.8% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 12.36% | 38.16%-25.8pp | 38.47%-26.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $738 | $3,809-80.6% | $3,553-79.2% | $4,156-82.3% |
| Participant deferral / active EE | $552 | $8,286-93.3% | $7,956-93.1% | $6,407-91.4% |
| Admin fee / account holder | $4,929 | $11,312-56.4% | $11,381-56.7% | $12,270-59.8% |