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 | $118,319 | $124,425-4.9% | $112,040+5.6% | $137,256-13.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.56% | 24.72%-18.2pp | 24.52%-18.0pp | 220.34%-213.8pp |
| Employer contribution / active EE | $2,973 | $3,411-12.9% | $2,954+0.6% | $4,156-28.5% |
| Participant deferral / active EE | $1,677 | $5,718-70.7% | $5,098-67.1% | $6,407-73.8% |
| Admin fee / account holder | $1,775 | $15,207-88.3% | $12,098-85.3% | $12,270-85.5% |