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 | $38,117 | $49,199-22.5% | $121,204-68.6% | $75,173-49.3% |
| Participation rate | 96.1% | 55.4%+40.6pp | 69.5%+26.5pp | 67.2%+28.8pp |
| Annual return | 10.58% | 56.04%-45.5pp | 987.18%-976.6pp | 160.72%-150.1pp |
| Employer contribution / active EE | $3,877 | $1,547+150.5% | $4,170-7.0% | $2,671+45.1% |
| Participant deferral / active EE | $355 | $2,630-86.5% | $4,083-91.3% | $4,126-91.4% |
| Admin fee / account holder | $2,708 | $3,946-31.4% | $5,651-52.1% | $5,651-52.1% |