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 | $217,412 | $159,934+35.9% | $147,005+47.9% | $145,959+49.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.58% | 98.24%-88.7pp | 418.76%-409.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $7,364 | $5,287+39.3% | $4,934+49.2% | $4,661+58.0% |
| Participant deferral / active EE | $400 | $8,427-95.3% | $8,070-95.0% | $6,689-94.0% |
| Admin fee / account holder | $8,405 | $15,053-44.2% | $13,006-35.4% | $13,398-37.3% |