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 | $123,322 | $99,652+23.8% | $78,778+56.5% | $147,586-16.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | -8.66% | 47.28%-55.9pp | 35.62%-44.3pp | 578.59%-587.3pp |
| Employer contribution / active EE | $4,167 | $2,796+49.0% | $1,986+109.8% | $4,876-14.6% |
| Participant deferral / active EE | $256 | $3,664-93.0% | $2,958-91.4% | $5,439-95.3% |
| Admin fee / account holder | $2,890 | $7,155-59.6% | $5,134-43.7% | $10,886-73.4% |