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 | $224,703 | $110,137+104.0% | $161,149+39.4% | $82,637+171.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -0.23% | 20.69%-20.9pp | 21.16%-21.4pp | 53.51%-53.7pp |
| Employer contribution / active EE | $12,836 | $2,856+349.4% | $4,360+194.4% | $2,552+402.9% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,082 | $9,467-25.2% | $15,194-53.4% | $7,339-3.5% |