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 | $233,298 | $100,194+132.8% | $122,979+89.7% | $86,983+168.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 4.79% | 16.47%-11.7pp | 20.12%-15.3pp | 25.83%-21.0pp |
| Employer contribution / active EE | $11,538 | $2,326+396.2% | $3,062+276.8% | $2,584+346.5% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,249 | $10,148-68.0% | $12,864-74.7% | $7,856-58.6% |