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 | $105,931 | $100,811+5.1% | $86,698+22.2% | $134,545-21.3% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -20.64% | 29.11%-49.8pp | 35.96%-56.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,390 | $3,490-60.2% | $2,837-51.0% | $4,742-70.7% |
| Participant deferral / active EE | $1,597 | $5,339-70.1% | $4,656-65.7% | $6,401-75.0% |
| Admin fee / account holder | $2,594 | $10,926-76.3% | $7,492-65.4% | $11,431-77.3% |