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 | $111,392 | $80,748+38.0% | $102,383+8.8% | $74,429+49.7% |
| Participation rate | 93.9% | 65.7%+28.2pp | 74.5%+19.4pp | 67.2%+26.6pp |
| Annual return | 8.01% | 27.57%-19.6pp | 24.94%-16.9pp | 1368.38%-1360.4pp |
| Employer contribution / active EE | $26,559 | $3,159+740.7% | $3,870+586.2% | $2,625+911.8% |
| Participant deferral / active EE | $673 | $3,861-82.6% | $5,060-86.7% | $4,348-84.5% |
| Admin fee / account holder | $6,811 | $2,371+187.3% | $8,391-18.8% | $1,944+250.3% |