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 | $92,251 | $129,737-28.9% | $119,126-22.6% | $154,746-40.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 9.48% | 379.08%-369.6pp | 282.11%-272.6pp | 172.34%-162.9pp |
| Employer contribution / active EE | $5,033 | $4,375+15.0% | $4,034+24.8% | $4,379+14.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $328 | $11,961-97.3% | $10,693-96.9% | $14,365-97.7% |