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 | $53,989 | $142,354-62.1% | $125,529-57.0% | $155,188-65.2% |
| Participation rate | 93.3% | 78.1%+15.3pp | 74.7%+18.6pp | 80.8%+12.5pp |
| Annual return | 3.90% | 306.06%-302.2pp | 202.56%-198.7pp | 148.84%-144.9pp |
| Employer contribution / active EE | $4,000 | $3,501+14.2% | $3,058+30.8% | $4,248-5.8% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $62,765 | $19,392+223.7% | $16,298+285.1% | $14,480+333.5% |