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 | $89,220 | $124,980-28.6% | $108,359-17.7% | $154,746-42.3% |
| Participation rate | 90.9% | 75.2%+15.7pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 2.27% | 45.00%-42.7pp | 36.89%-34.6pp | 172.34%-170.1pp |
| Employer contribution / active EE | $2,273 | $2,851-20.3% | $2,399-5.3% | $4,379-48.1% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $391 | $11,502-96.6% | $9,741-96.0% | $14,365-97.3% |