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 | $184,478 | $59,440+210.4% | $78,004+136.5% | $82,637+123.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 6.48% | 40.24%-33.8pp | 31.07%-24.6pp | 53.51%-47.0pp |
| Employer contribution / active EE | $10,035 | $1,750+473.3% | $2,469+306.5% | $2,552+293.2% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,526 | $5,504+54.9% | $7,578+12.5% | $7,339+16.2% |