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 | $130,268 | $137,414-5.2% | $189,537-31.3% | $85,847+51.7% |
| Participation rate | 89.7% | 84.6%+5.0pp | 87.8%+1.9pp | 69.3%+20.3pp |
| Annual return | 6.81% | 38.14%-31.3pp | 555.34%-548.5pp | 318.61%-311.8pp |
| Employer contribution / active EE | $1,587 | $4,344-63.5% | $6,161-74.2% | $2,565-38.1% |
| Participant deferral / active EE | $2,133 | $6,260-65.9% | $8,220-74.0% | $3,952-46.0% |
| Admin fee / account holder | $3,601 | $8,630-58.3% | $12,048-70.1% | $6,261-42.5% |