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 | $63,888 | $117,846-45.8% | $102,434-37.6% | $145,884-56.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 6.74% | 31.90%-25.2pp | 29.46%-22.7pp | 551.85%-545.1pp |
| Employer contribution / active EE | $1,448 | $3,615-59.9% | $3,023-52.1% | $4,662-68.9% |
| Participant deferral / active EE | $1,010 | $5,733-82.4% | $5,055-80.0% | $6,690-84.9% |
| Admin fee / account holder | $2,803 | $13,356-79.0% | $9,462-70.4% | $13,392-79.1% |