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 | $82,306 | $146,267-43.7% | $197,124-58.2% | $82,448-0.2% |
| Participation rate | 89.1% | 84.0%+5.1pp | 86.7%+2.4pp | 68.1%+21.0pp |
| Annual return | 10.08% | 29.61%-19.5pp | 44.34%-34.3pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,982 | $4,723-58.0% | $6,227-68.2% | $2,551-22.3% |
| Participant deferral / active EE | $3,112 | $7,035-55.8% | $9,135-65.9% | $4,139-24.8% |
| Admin fee / account holder | $16,961 | $14,422+17.6% | $16,298+4.1% | $7,234+134.4% |