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 | $91,072 | $65,034+40.0% | $90,970+0.1% | $79,856+14.0% |
| Participation rate | 80.6% | 61.6%+19.0pp | 69.0%+11.6pp | 69.6%+11.0pp |
| Annual return | 2.36% | 30.45%-28.1pp | 134.60%-132.2pp | 31.71%-29.3pp |
| Employer contribution / active EE | $12,903 | $1,247+934.4% | $2,122+508.1% | $2,471+422.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,744 | $4,536+136.9% | $5,961+80.2% | $5,306+102.5% |