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 | $128,021 | $159,934-20.0% | $147,005-12.9% | $145,959-12.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.03% | 98.24%-91.2pp | 418.76%-411.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $1,129 | $5,287-78.6% | $4,934-77.1% | $4,661-75.8% |
| Participant deferral / active EE | $535 | $8,427-93.7% | $8,070-93.4% | $6,689-92.0% |
| Admin fee / account holder | $34,558 | $15,053+129.6% | $13,006+165.7% | $13,398+157.9% |