Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $94,991 | $78,520+21.0% | $96,576-1.6% | $82,448+15.2% |
| Participation rate | 72.4% | 77.7%-5.3pp | 81.4%-9.0pp | 68.1%+4.3pp |
| Annual return | 14.05% | 41.30%-27.2pp | 38.47%-24.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,641 | $6,754-75.7% | $7,956-79.4% | $4,139-60.3% |
| Admin fee / account holder | $4,691 | $13,455-65.1% | $11,381-58.8% | $7,234-35.2% |