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 | $114,642 | $56,063+104.5% | $76,051+50.7% | $80,911+41.7% |
| Participation rate | 93.3% | 62.0%+31.3pp | 69.1%+24.3pp | 67.6%+25.7pp |
| Annual return | 8.64% | 20.54%-11.9pp | 360.42%-351.8pp | 35.63%-27.0pp |
| Employer contribution / active EE | $10,489 | $1,874+459.7% | $2,690+290.0% | $2,756+280.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,300 | $5,240+134.7% | $6,416+91.7% | $6,935+77.4% |