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 | $165,364 | $91,538+80.7% | $130,014+27.2% | $75,173+120.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.19% | -631.11%+643.3pp | -137.22%+149.4pp | 160.65%-148.5pp |
| Employer contribution / active EE | $5,361 | $2,845+88.4% | $4,320+24.1% | $2,670+100.8% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $345 | $6,790-94.9% | $10,616-96.7% | $5,651-93.9% |