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 | $100,313 | $73,107+37.2% | $114,563-12.4% | $87,485+14.7% |
| Participation rate | 77.8% | 65.8%+12.0pp | 72.9%+4.9pp | 68.9%+8.8pp |
| Annual return | 11.36% | 19.47%-8.1pp | 241.09%-229.7pp | 26.06%-14.7pp |
| Employer contribution / active EE | $3,202 | $1,881+70.2% | $2,592+23.5% | $2,596+23.3% |
| Participant deferral / active EE | $993 | $3,144-68.4% | $4,142-76.0% | $4,274-76.8% |
| Admin fee / account holder | $19,404 | $5,770+236.3% | $7,623+154.5% | $7,775+149.6% |