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 | $30,965 | $223,823-86.2% | $211,142-85.3% | $154,746-80.0% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 9.81% | 50.39%-40.6pp | 46.84%-37.0pp | 172.34%-162.5pp |
| Employer contribution / active EE | $2,432 | $6,787-64.2% | $6,442-62.2% | $4,379-44.5% |
| Participant deferral / active EE | $2,432 | $9,750-75.1% | $9,284-73.8% | $6,730-63.9% |
| Admin fee / account holder | $5,351 | $19,707-72.8% | $19,076-71.9% | $14,365-62.8% |