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 | $222,208 | $56,438+293.7% | $76,902+189.0% | $71,529+210.7% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 10.25% | 19.05%-8.8pp | 37.91%-27.7pp | 28.97%-18.7pp |
| Employer contribution / active EE | $4,931 | $1,864+164.6% | $2,534+94.6% | $2,590+90.4% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,833-100.0% | $4,291-100.0% |
| Admin fee / account holder | $3,293 | $1,430+130.2% | $5,479-39.9% | $1,588+107.3% |