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 | $115,164 | $65,395+76.1% | $182,531-36.9% | $72,983+57.8% |
| Participation rate | 85.0% | 65.4%+19.6pp | 78.0%+7.0pp | 69.5%+15.5pp |
| Annual return | 16.77% | 27.68%-10.9pp | 148.57%-131.8pp | 81.01%-64.2pp |
| Employer contribution / active EE | $4,182 | $1,911+118.8% | $4,075+2.6% | $2,440+71.4% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,525-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,111 | $4,245+114.6% | $8,593+6.0% | $5,124+77.8% |