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 | $160,539 | $124,425+29.0% | $112,040+43.3% | $137,256+17.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 2.34% | 24.72%-22.4pp | 24.52%-22.2pp | 220.34%-218.0pp |
| Employer contribution / active EE | $4,627 | $3,411+35.6% | $2,954+56.6% | $4,156+11.3% |
| Participant deferral / active EE | $1,799 | $5,718-68.5% | $5,098-64.7% | $6,407-71.9% |
| Admin fee / account holder | $34,927 | $15,207+129.7% | $12,098+188.7% | $12,270+184.7% |