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 | $43,448 | $184,000-76.4% | $162,185-73.2% | $152,909-71.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 9.85% | 150.80%-140.9pp | 115.61%-105.8pp | 345.46%-335.6pp |
| Employer contribution / active EE | $1,973 | $6,370-69.0% | $5,613-64.9% | $4,764-58.6% |
| Participant deferral / active EE | $1,323 | $8,033-83.5% | $7,297-81.9% | $5,851-77.4% |
| Admin fee / account holder | $4,514 | $13,124-65.6% | $10,844-58.4% | $11,601-61.1% |