Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $166,941 | $51,631+223.3% | $129,397+29.0% | $80,925+106.3% |
| Participation rate | 92.6% | 56.9%+35.6pp | 69.6%+23.0pp | 67.7%+24.9pp |
| Annual return | 5.03% | 20.77%-15.7pp | 9453.98%-9448.9pp | 35.65%-30.6pp |
| Employer contribution / active EE | $18,519 | $1,583+1069.8% | $4,154+345.8% | $2,756+571.9% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,349 | $4,309+0.9% | $7,679-43.4% | $6,940-37.3% |