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 | $143,562 | $150,447-4.6% | $136,298+5.3% | $147,586-2.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.77% | 1049.15%-1039.4pp | 5156.27%-5146.5pp | 578.59%-568.8pp |
| Employer contribution / active EE | $9,038 | $5,256+71.9% | $4,696+92.5% | $4,876+85.3% |
| Participant deferral / active EE | $545 | $6,631-91.8% | $6,247-91.3% | $5,439-90.0% |
| Admin fee / account holder | $3,728 | $10,906-65.8% | $9,244-59.7% | $10,886-65.8% |