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 | $92,577 | $104,098-11.1% | $140,514-34.1% | $94,015-1.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 8.37% | 15.14%-6.8pp | 14.36%-6.0pp | 17.84%-9.5pp |
| Employer contribution / active EE | $1,000 | $2,388-58.1% | $3,378-70.4% | $2,790-64.2% |
| Participant deferral / active EE | $1,498 | $4,033-62.9% | $4,919-69.5% | $4,249-64.8% |
| Admin fee / account holder | $12,909 | $10,439+23.7% | $13,697-5.8% | $8,951+44.2% |