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 | $146,865 | $80,674+82.0% | $119,126+23.3% | $64,340+128.3% |
| Participation rate | 82.0% | 55.2%+26.8pp | 75.8%+6.2pp | 55.2%+26.8pp |
| Annual return | 11.24% | 26.86%-15.6pp | 282.11%-270.9pp | 24.14%-12.9pp |
| Employer contribution / active EE | $16,910 | $2,564+559.5% | $4,034+319.2% | $1,862+808.3% |
| Participant deferral / active EE | $1,335 | $3,053-56.3% | $5,318-74.9% | $2,980-55.2% |
| Admin fee / account holder | $11,321 | $4,559+148.3% | $10,693+5.9% | $3,703+205.8% |