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 | $44,315 | $129,737-65.8% | $119,126-62.8% | $154,746-71.4% |
| Participation rate | 81.3% | 78.9%+2.4pp | 75.8%+5.5pp | 80.7%+0.5pp |
| Annual return | 6.94% | 379.08%-372.1pp | 282.11%-275.2pp | 172.34%-165.4pp |
| Employer contribution / active EE | $1,912 | $4,375-56.3% | $4,034-52.6% | $4,379-56.3% |
| Participant deferral / active EE | $1,143 | $5,842-80.4% | $5,318-78.5% | $6,730-83.0% |
| Admin fee / account holder | $2,995 | $11,961-75.0% | $10,693-72.0% | $14,365-79.2% |