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 | $44,825 | $159,934-72.0% | $147,005-69.5% | $145,959-69.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 7.00% | 98.24%-91.2pp | 418.76%-411.8pp | 561.95%-554.9pp |
| Employer contribution / active EE | $1,557 | $5,287-70.6% | $4,934-68.4% | $4,661-66.6% |
| Participant deferral / active EE | $2,466 | $8,427-70.7% | $8,070-69.4% | $6,689-63.1% |
| Admin fee / account holder | $1,825 | $15,053-87.9% | $13,006-86.0% | $13,398-86.4% |