Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $166,840 | $73,518+126.9% | $63,003+164.8% | $147,585+13.0% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.8%+2.1pp | 82.8%-5.9pp |
| Annual return | 5.14% | 175.46%-170.3pp | 87.59%-82.5pp | 578.57%-573.4pp |
| Employer contribution / active EE | $519 | $3,322-84.4% | $2,760-81.2% | $4,876-89.3% |
| Participant deferral / active EE | $691 | $4,183-83.5% | $3,329-79.2% | $5,439-87.3% |
| Admin fee / account holder | $28,391 | $5,952+377.0% | $3,600+688.6% | $10,885+160.8% |