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 | $94,948 | $93,589+1.5% | $135,942-30.2% | $75,181+26.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 12.79% | 30.90%-18.1pp | 68.28%-55.5pp | 160.69%-147.9pp |
| Employer contribution / active EE | $2,182 | $3,537-38.3% | $4,858-55.1% | $2,671-18.3% |
| Participant deferral / active EE | $2,167 | $6,405-66.2% | $7,759-72.1% | $4,126-47.5% |
| Admin fee / account holder | $14,484 | $6,977+107.6% | $10,764+34.6% | $5,650+156.4% |