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 | $78,360 | $197,637-60.4% | $177,848-55.9% | $158,982-50.7% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 6.58% | 58.77%-52.2pp | 48.33%-41.7pp | 302.99%-296.4pp |
| Employer contribution / active EE | $4,842 | $6,698-27.7% | $5,919-18.2% | $4,763+1.7% |
| Participant deferral / active EE | $2,835 | $8,405-66.3% | $7,714-63.2% | $5,983-52.6% |
| Admin fee / account holder | $2,508 | $15,406-83.7% | $12,431-79.8% | $11,252-77.7% |