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 | $72,454 | $154,228-53.0% | $145,433-50.2% | $137,256-47.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.92% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,518 | $4,804-26.8% | $4,554-22.8% | $4,156-15.3% |
| Participant deferral / active EE | $2,150 | $8,216-73.8% | $7,897-72.8% | $6,407-66.4% |
| Admin fee / account holder | $791 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |