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 | $149,399 | $102,385+45.9% | $147,080+1.6% | $80,935+84.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 7.60% | 135.09%-127.5pp | 420.17%-412.6pp | 35.66%-28.1pp |
| Employer contribution / active EE | $6,492 | $3,717+74.7% | $4,933+31.6% | $2,757+135.5% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,791 | $7,951-52.3% | $12,989-70.8% | $6,924-45.2% |