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 | $190,492 | $169,361+12.5% | $129,397+47.2% | $145,877+30.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.25% | 14395.54%-14390.3pp | 9453.98%-9448.7pp | 551.28%-546.0pp |
| Employer contribution / active EE | $24,835 | $5,542+348.2% | $4,154+497.8% | $4,663+432.6% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,623 | $9,903-73.5% | $7,679-65.8% | $13,402-80.4% |