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 | $136,029 | $159,978-15.0% | $147,041-7.5% | $145,978-6.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 7.92% | 98.36%-90.4pp | 419.21%-411.3pp | 550.52%-542.6pp |
| Employer contribution / active EE | $3,400 | $5,288-35.7% | $4,935-31.1% | $4,662-27.1% |
| Participant deferral / active EE | $2,096 | $8,429-75.1% | $8,071-74.0% | $6,690-68.7% |
| Admin fee / account holder | $2,487 | $15,053-83.5% | $13,006-80.9% | $13,400-81.4% |