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 | $69,796 | $76,371-8.6% | $93,621-25.4% | $72,975-4.4% |
| Participation rate | 97.2% | 71.8%+25.5pp | 75.8%+21.4pp | 69.5%+27.7pp |
| Annual return | 3.54% | 25.82%-22.3pp | 32.76%-29.2pp | 81.01%-77.5pp |
| Employer contribution / active EE | $5,470 | $2,276+140.4% | $2,719+101.2% | $2,440+124.2% |
| Participant deferral / active EE | $375 | $3,538-89.4% | $4,070-90.8% | $3,608-89.6% |
| Admin fee / account holder | $6,523 | $6,839-4.6% | $7,890-17.3% | $5,124+27.3% |