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 | $164,459 | $223,823-26.5% | $211,142-22.1% | $154,746+6.3% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 9.62% | 50.39%-40.8pp | 46.84%-37.2pp | 172.34%-162.7pp |
| Employer contribution / active EE | $5,323 | $6,787-21.6% | $6,442-17.4% | $4,379+21.6% |
| Participant deferral / active EE | $2,098 | $9,750-78.5% | $9,284-77.4% | $6,730-68.8% |
| Admin fee / account holder | $6,232 | $19,707-68.4% | $19,076-67.3% | $14,365-56.6% |