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 | $63,556 | $148,629-57.2% | $135,982-53.3% | $139,487-54.4% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 9.14% | 79.33%-70.2pp | 68.32%-59.2pp | 373.84%-364.7pp |
| Employer contribution / active EE | $1,469 | $5,247-72.0% | $4,859-69.8% | $4,755-69.1% |
| Participant deferral / active EE | $2,404 | $8,102-70.3% | $7,760-69.0% | $6,713-64.2% |
| Admin fee / account holder | $5,219 | $12,406-57.9% | $10,767-51.5% | $11,407-54.3% |