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 | $104,525 | $171,865-39.2% | $149,718-30.2% | $147,585-29.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.65% | 2113.29%-2108.6pp | 1501.67%-1497.0pp | 578.56%-573.9pp |
| Employer contribution / active EE | $3,500 | $6,275-44.2% | $5,445-35.7% | $4,876-28.2% |
| Participant deferral / active EE | $2,501 | $7,270-65.6% | $6,569-61.9% | $5,439-54.0% |
| Admin fee / account holder | $178,185 | $13,799+1191.2% | $11,283+1479.3% | $10,885+1536.9% |