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 | $134,440 | $140,592-4.4% | $123,106+9.2% | $125,388+7.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -3.72% | 16.80%-20.5pp | 13.22%-16.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $2,450 | $6,041-59.4% | $5,151-52.4% | $4,866-49.7% |
| Participant deferral / active EE | $2,145 | $6,980-69.3% | $6,229-65.6% | $5,352-59.9% |
| Admin fee / account holder | $681 | $11,198-93.9% | $9,015-92.4% | $9,541-92.9% |