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 | $222,920 | $176,105+26.6% | $159,474+39.8% | $167,536+33.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.38% | 331.91%-331.5pp | 263.68%-263.3pp | 478.82%-478.4pp |
| Employer contribution / active EE | $14,166 | $5,299+167.3% | $4,831+193.2% | $4,839+192.7% |
| Participant deferral / active EE | $217 | $7,751-97.2% | $7,353-97.1% | $6,342-96.6% |
| Admin fee / account holder | $9,896 | $12,559-21.2% | $10,802-8.4% | $12,315-19.6% |