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 | $100,471 | $212,386-52.7% | $199,883-49.7% | $138,895-27.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 2.56% | 47.75%-45.2pp | 43.81%-41.3pp | 145.39%-142.8pp |
| Employer contribution / active EE | $3,200 | $6,625-51.7% | $6,261-48.9% | $4,194-23.7% |
| Participant deferral / active EE | $565 | $9,617-94.1% | $9,138-93.8% | $6,396-91.2% |
| Admin fee / account holder | $133,120 | $18,233+630.1% | $17,268+670.9% | $12,562+959.7% |