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 | $71,221 | $81,457-12.6% | $103,378-31.1% | $80,911-12.0% |
| Participation rate | 84.0% | 66.8%+17.2pp | 74.5%+9.5pp | 67.6%+16.4pp |
| Annual return | 10.06% | 25.58%-15.5pp | 24.91%-14.8pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,859 | $3,107-40.2% | $3,870-52.0% | $2,756-32.5% |
| Participant deferral / active EE | $790 | $3,871-79.6% | $5,058-84.4% | $4,297-81.6% |
| Admin fee / account holder | $4,662 | $6,717-30.6% | $8,401-44.5% | $6,935-32.8% |