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 | $103,408 | $71,353+44.9% | $92,805+11.4% | $86,983+18.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 13.40% | 44.68%-31.3pp | 31.59%-18.2pp | 25.83%-12.4pp |
| Employer contribution / active EE | $1,892 | $2,468-23.3% | $3,424-44.7% | $2,584-26.8% |
| Participant deferral / active EE | $1,659 | $6,966-76.2% | $8,448-80.4% | $4,194-60.4% |
| Admin fee / account holder | $9,375 | $6,099+53.7% | $10,911-14.1% | $7,856+19.3% |