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 | $40,055 | $150,447-73.4% | $136,298-70.6% | $147,586-72.9% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 9.40% | 1049.15%-1039.8pp | 5156.27%-5146.9pp | 578.59%-569.2pp |
| Employer contribution / active EE | $4,221 | $5,256-19.7% | $4,696-10.1% | $4,876-13.4% |
| Participant deferral / active EE | $1,763 | $6,631-73.4% | $6,247-71.8% | $5,439-67.6% |
| Admin fee / account holder | $29,398 | $10,906+169.6% | $9,244+218.0% | $10,886+170.1% |