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 | $182,867 | $165,381+10.6% | $149,730+22.1% | $158,966+15.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.88% | 348.29%-341.4pp | 276.70%-269.8pp | 302.95%-296.1pp |
| Employer contribution / active EE | $2,315 | $5,104-54.6% | $4,645-50.2% | $4,762-51.4% |
| Participant deferral / active EE | $2,160 | $7,182-69.9% | $6,843-68.4% | $5,983-63.9% |
| Admin fee / account holder | $3,333 | $10,809-69.2% | $9,310-64.2% | $11,250-70.4% |