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 | $95,612 | $95,404+0.2% | $113,397-15.7% | $82,637+15.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 4.29% | 19.08%-14.8pp | 23.20%-18.9pp | 53.51%-49.2pp |
| Employer contribution / active EE | $4,579 | $2,307+98.5% | $2,977+53.8% | $2,552+79.4% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,377 | $9,168-19.5% | $11,957-38.3% | $7,339+0.5% |