Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,715 | $77,814-10.4% | $158,223-55.9% | $86,983-19.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 7.33% | 30.54%-23.2pp | 52.09%-44.8pp | 25.83%-18.5pp |
| Employer contribution / active EE | $8,905 | $2,592+243.5% | $4,109+116.7% | $2,584+244.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $153,617 | $5,879+2512.9% | $16,047+857.3% | $7,856+1855.4% |