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 | $108,830 | $77,157+41.0% | $108,405+0.4% | $85,847+26.8% |
| Participation rate | 90.4% | 74.7%+15.7pp | 80.1%+10.2pp | 69.3%+21.1pp |
| Annual return | 7.39% | 44.55%-37.2pp | 905.55%-898.2pp | 318.61%-311.2pp |
| Employer contribution / active EE | $11,745 | $2,379+393.6% | $3,559+230.0% | $2,565+357.8% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,081 | $5,174-79.1% | $7,297-85.2% | $6,261-82.7% |