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 | $119,622 | $185,312-35.4% | $161,489-25.9% | $154,746-22.7% |
| Participation rate | 73.3% | 82.5%-9.1pp | 78.7%-5.4pp | 80.7%-7.4pp |
| Annual return | 8.35% | 103.84%-95.5pp | 89.72%-81.4pp | 172.34%-164.0pp |
| Employer contribution / active EE | $3,240 | $4,769-32.1% | $4,268-24.1% | $4,379-26.0% |
| Participant deferral / active EE | $1,322 | $6,350-79.2% | $5,630-76.5% | $6,730-80.4% |
| Admin fee / account holder | $41,626 | $18,654+123.1% | $16,006+160.1% | $14,365+189.8% |