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 | $205,803 | $157,270+30.9% | $141,173+45.8% | $152,870+34.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 14.06% | 64.33%-50.3pp | 71.40%-57.3pp | 345.34%-331.3pp |
| Employer contribution / active EE | $1,884 | $5,261-64.2% | $4,735-60.2% | $4,763-60.5% |
| Participant deferral / active EE | $2,063 | $7,110-71.0% | $6,710-69.3% | $5,850-64.7% |
| Admin fee / account holder | $130,525 | $12,121+976.8% | $10,262+1171.9% | $11,597+1025.5% |