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 | $209,164 | $149,754+39.7% | $118,934+75.9% | $158,931+31.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 2.70% | 19.95%-17.2pp | 35.88%-33.2pp | 302.86%-300.2pp |
| Employer contribution / active EE | $16,789 | $4,116+307.9% | $3,263+414.5% | $4,761+252.6% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,212 | $8,603-85.9% | $6,580-81.6% | $11,247-89.2% |