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 | $116,131 | $209,874-44.7% | $189,537-38.7% | $167,536-30.7% |
| Participation rate | 94.1% | 88.7%+5.5pp | 87.8%+6.3pp | 82.1%+12.0pp |
| Annual return | 7.14% | 748.61%-741.5pp | 555.34%-548.2pp | 478.82%-471.7pp |
| Employer contribution / active EE | $5,551 | $6,913-19.7% | $6,161-9.9% | $4,839+14.7% |
| Participant deferral / active EE | $3,110 | $8,934-65.2% | $8,220-62.2% | $6,342-51.0% |
| Admin fee / account holder | $1,979 | $14,299-86.2% | $12,048-83.6% | $12,315-83.9% |