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 | $191,873 | $65,041+195.0% | $90,965+110.9% | $79,858+140.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 5.60% | 30.45%-24.8pp | 134.57%-129.0pp | 31.72%-26.1pp |
| Employer contribution / active EE | $6,178 | $1,247+395.4% | $2,122+191.1% | $2,471+150.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $71,846 | $4,536+1483.9% | $5,960+1105.5% | $5,306+1254.1% |