Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $209,091 | $103,966+101.1% | $112,923+85.2% | $75,177+178.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 11.35% | 24.54%-13.2pp | 34.13%-22.8pp | 160.75%-149.4pp |
| Employer contribution / active EE | $5,866 | $3,870+51.6% | $4,570+28.4% | $2,671+119.6% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,520-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,077 | $7,663+109.8% | $7,046+128.2% | $5,651+184.5% |