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 | $94,783 | $99,994-5.2% | $146,643-35.4% | $85,847+10.4% |
| Participation rate | 98.3% | 73.1%+25.3pp | 80.1%+18.3pp | 69.3%+29.0pp |
| Annual return | 5.79% | 18.93%-13.1pp | 22.75%-17.0pp | 318.61%-312.8pp |
| Employer contribution / active EE | $8,497 | $2,559+232.1% | $4,137+105.4% | $2,565+231.2% |
| Participant deferral / active EE | $1,351 | $4,006-66.3% | $5,506-75.5% | $3,952-65.8% |
| Admin fee / account holder | $3,129 | $7,703-59.4% | $10,280-69.6% | $6,261-50.0% |