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 | $86,029 | $97,648-11.9% | $121,663-29.3% | $87,485-1.7% |
| Participation rate | 91.0% | 70.5%+20.6pp | 74.5%+16.6pp | 68.9%+22.1pp |
| Annual return | 11.03% | 18.03%-7.0pp | 147.54%-136.5pp | 26.06%-15.0pp |
| Employer contribution / active EE | $3,266 | $2,300+42.0% | $3,020+8.1% | $2,596+25.8% |
| Participant deferral / active EE | $1,456 | $3,923-62.9% | $4,887-70.2% | $4,274-65.9% |
| Admin fee / account holder | $11,826 | $11,100+6.5% | $14,289-17.2% | $7,775+52.1% |