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 | $157,735 | $185,312-14.9% | $161,489-2.3% | $154,746+1.9% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 8.14% | 103.84%-95.7pp | 89.72%-81.6pp | 172.34%-164.2pp |
| Employer contribution / active EE | $6,818 | $4,769+43.0% | $4,268+59.7% | $4,379+55.7% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,093 | $18,654-40.5% | $16,006-30.7% | $14,365-22.8% |