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 | $150,341 | $138,393+8.6% | $184,256-18.4% | $80,959+85.7% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.2pp | 67.7%+30.3pp |
| Annual return | -12.57% | 20.01%-32.6pp | 28.85%-41.4pp | 35.67%-48.2pp |
| Employer contribution / active EE | $4,679 | $4,847-3.5% | $6,427-27.2% | $2,757+69.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,640 | $10,489-74.8% | $13,899-81.0% | $6,925-61.9% |