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 | $214,150 | $81,403+163.1% | $147,027+45.7% | $87,485+144.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | -1.45% | 16.51%-18.0pp | 20.23%-21.7pp | 26.06%-27.5pp |
| Employer contribution / active EE | $18,021 | $2,205+717.1% | $3,626+397.0% | $2,596+594.1% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $28,228 | $6,755+317.9% | $12,223+131.0% | $7,775+263.1% |