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 | $86,830 | $72,486+19.8% | $87,103-0.3% | $72,976+19.0% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | -2.06% | 24.46%-26.5pp | 28.19%-30.3pp | 81.02%-83.1pp |
| Employer contribution / active EE | $4,762 | $1,894+151.4% | $2,521+88.9% | $2,440+95.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $574 | $5,055-88.6% | $7,491-92.3% | $5,124-88.8% |