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 | $209,067 | $97,648+114.1% | $121,663+71.8% | $87,485+139.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 10.09% | 18.03%-7.9pp | 147.54%-137.5pp | 26.06%-16.0pp |
| Employer contribution / active EE | $17,118 | $2,300+644.1% | $3,020+466.8% | $2,596+559.3% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $18,272 | $11,100+64.6% | $14,289+27.9% | $7,775+135.0% |