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 | $148,518 | $71,215+108.5% | $93,696+58.5% | $80,935+83.5% |
| Participation rate | 93.8% | 60.4%+33.3pp | 68.7%+25.0pp | 67.7%+26.1pp |
| Annual return | -1.19% | 11.27%-12.5pp | 133.74%-134.9pp | 35.66%-36.8pp |
| Employer contribution / active EE | $738 | $1,565-52.9% | $2,422-69.5% | $2,757-73.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,812 | $6,958+84.1% | $8,287+54.6% | $6,924+85.0% |