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 | $80,869 | $107,666-24.9% | $102,184-20.9% | $154,746-47.7% |
| Participation rate | 76.9% | 83.7%-6.8pp | 82.6%-5.7pp | 80.7%-3.8pp |
| Annual return | 3.00% | 29.33%-26.3pp | 31.58%-28.6pp | 172.34%-169.3pp |
| Employer contribution / active EE | $1,658 | $3,846-56.9% | $3,594-53.9% | $4,379-62.1% |
| Participant deferral / active EE | $2,443 | $8,719-72.0% | $8,309-70.6% | $6,730-63.7% |
| Admin fee / account holder | $15,103 | $12,943+16.7% | $11,609+30.1% | $14,365+5.1% |