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 | $57,402 | $124,213-53.8% | $118,106-51.4% | $154,746-62.9% |
| Participation rate | 82.4% | 83.6%-1.2pp | 81.9%+0.5pp | 80.7%+1.7pp |
| Annual return | 5.63% | 18.29%-12.7pp | 19.44%-13.8pp | 172.34%-166.7pp |
| Employer contribution / active EE | $4,812 | $4,905-1.9% | $4,698+2.4% | $4,379+9.9% |
| Participant deferral / active EE | $1,464 | $6,859-78.7% | $6,619-77.9% | $6,730-78.2% |
| Admin fee / account holder | $42,073 | $9,627+337.0% | $8,973+368.9% | $14,365+192.9% |