Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $170,844 | $56,544+202.1% | $75,501+126.3% | $70,126+143.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 11.92% | 23.59%-11.7pp | 27.35%-15.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $10,080 | $1,817+454.9% | $2,352+328.6% | $2,343+330.3% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,128 | $3,827-18.3% | $5,801-46.1% | $4,645-32.7% |