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 | $110,324 | $159,934-31.0% | $147,005-25.0% | $145,959-24.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.37% | 98.24%-88.9pp | 418.76%-409.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $14,346 | $5,287+171.3% | $4,934+190.7% | $4,661+207.8% |
| Participant deferral / active EE | $2,271 | $8,427-73.1% | $8,070-71.9% | $6,689-66.1% |
| Admin fee / account holder | $9,266 | $15,053-38.4% | $13,006-28.8% | $13,398-30.8% |