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 | $142,180 | $93,598+51.9% | $135,974+4.6% | $75,173+89.1% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.0pp | 67.2%+30.8pp |
| Annual return | 4.03% | 30.89%-26.9pp | 68.30%-64.3pp | 160.72%-156.7pp |
| Employer contribution / active EE | $7,261 | $3,538+105.2% | $4,859+49.4% | $2,671+171.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,767 | $6,978-60.3% | $10,767-74.3% | $5,651-51.0% |