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 | $148,298 | $171,867-13.7% | $149,721-1.0% | $147,586+0.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.51% | 2113.36%-2105.9pp | 1501.67%-1494.2pp | 578.59%-571.1pp |
| Employer contribution / active EE | $1,352 | $6,275-78.5% | $5,444-75.2% | $4,876-72.3% |
| Participant deferral / active EE | $1,086 | $7,270-85.1% | $6,568-83.5% | $5,439-80.0% |
| Admin fee / account holder | $3,594 | $13,799-74.0% | $11,282-68.1% | $10,886-67.0% |