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 | $79,634 | $217,432-63.4% | $185,851-57.2% | $167,553-52.5% |
| Participation rate | 85.0% | 86.1%-1.1pp | 81.7%+3.3pp | 82.1%+2.9pp |
| Annual return | 8.74% | 148.43%-139.7pp | 122.11%-113.4pp | 478.89%-470.2pp |
| Employer contribution / active EE | $1,909 | $5,874-67.5% | $5,168-63.1% | $4,840-60.6% |
| Participant deferral / active EE | $1,873 | $6,357-70.5% | $5,569-66.4% | $6,343-70.5% |
| Admin fee / account holder | $1,621 | $19,820-91.8% | $16,245-90.0% | $12,316-86.8% |