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 | $124,770 | $102,065+22.2% | $453,569-72.5% | $85,847+45.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 10.13% | 25.44%-15.3pp | 64.43%-54.3pp | 318.61%-308.5pp |
| Employer contribution / active EE | $3,520 | $2,852+23.4% | $4,072-13.6% | $2,565+37.2% |
| Participant deferral / active EE | $1,859 | $4,789-61.2% | $6,211-70.1% | $3,952-53.0% |
| Admin fee / account holder | $3,527 | $5,717-38.3% | $11,214-68.5% | $6,261-43.7% |