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 | $50,916 | $65,034-21.7% | $90,970-44.0% | $79,856-36.2% |
| Participation rate | 92.1% | 61.6%+30.5pp | 69.0%+23.1pp | 69.6%+22.5pp |
| Annual return | 9.49% | 30.45%-21.0pp | 134.60%-125.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $3,947 | $1,247+216.4% | $2,122+86.0% | $2,471+59.7% |
| Participant deferral / active EE | $791 | $2,512-68.5% | $3,373-76.6% | $3,741-78.9% |
| Admin fee / account holder | $3,368 | $4,536-25.8% | $5,961-43.5% | $5,306-36.5% |