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 | $158,419 | $114,712+38.1% | $173,730-8.8% | $87,485+81.1% |
| Participation rate | 90.6% | 73.0%+17.6pp | 79.6%+11.1pp | 68.9%+21.7pp |
| Annual return | 10.15% | 20.18%-10.0pp | 19.96%-9.8pp | 26.06%-15.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $668 | $4,642-85.6% | $6,326-89.4% | $4,274-84.4% |
| Admin fee / account holder | $6,367 | $10,210-37.6% | $17,523-63.7% | $7,775-18.1% |