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 | $82,291 | $93,345-11.8% | $119,126-30.9% | $87,485-5.9% |
| Participation rate | 81.3% | 68.7%+12.5pp | 75.8%+5.5pp | 68.9%+12.3pp |
| Annual return | 7.58% | 19.08%-11.5pp | 282.11%-274.5pp | 26.06%-18.5pp |
| Employer contribution / active EE | $17,881 | $3,172+463.8% | $4,034+343.3% | $2,596+588.7% |
| Participant deferral / active EE | $897 | $4,099-78.1% | $5,318-83.1% | $4,274-79.0% |
| Admin fee / account holder | $11,564 | $8,039+43.9% | $10,693+8.1% | $7,775+48.7% |