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 | $103,182 | $52,678+95.9% | $75,784+36.2% | $59,633+73.0% |
| Participation rate | 96.4% | 67.2%+29.2pp | 75.8%+20.6pp | 68.7%+27.8pp |
| Annual return | -7.37% | 2.95%-10.3pp | 9.68%-17.0pp | 2041.45%-2048.8pp |
| Employer contribution / active EE | $9,520 | $2,193+334.0% | $3,323+186.5% | $2,203+332.2% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,314 | $3,610+47.2% | $5,300+0.3% | $4,297+23.7% |