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 | $117,185 | $63,346+85.0% | $92,240+27.0% | $70,126+67.1% |
| Participation rate | 87.2% | 68.7%+18.6pp | 76.5%+10.8pp | 69.5%+17.7pp |
| Annual return | 8.26% | 530.19%-521.9pp | 176.29%-168.0pp | 73.15%-64.9pp |
| Employer contribution / active EE | $11,591 | $2,471+369.1% | $3,680+215.0% | $2,343+394.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,786 | $3,841-53.5% | $5,194-65.6% | $4,645-61.6% |