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 | $148,424 | $58,848+152.2% | $88,179+68.3% | $82,637+79.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 11.91% | 22.76%-10.8pp | 64.97%-53.1pp | 53.51%-41.6pp |
| Employer contribution / active EE | $17,548 | $1,678+945.5% | $2,549+588.3% | $2,552+587.6% |
| Participant deferral / active EE | $0 | $3,124-100.0% | $4,614-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,634 | $4,795+80.1% | $7,673+12.5% | $7,339+17.7% |