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 | $176,689 | $98,240+79.9% | $82,313+114.7% | $147,585+19.7% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 8.61% | 30.85%-22.2pp | 25.88%-17.3pp | 578.57%-570.0pp |
| Employer contribution / active EE | $10,417 | $3,192+226.4% | $2,428+329.0% | $4,876+113.6% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $106,511 | $8,563+1143.8% | $5,608+1799.3% | $10,885+878.5% |