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 | $87,672 | $107,941-18.8% | $91,994-4.7% | $152,897-42.7% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 4.03% | 89.28%-85.2pp | 69.04%-65.0pp | 345.43%-341.4pp |
| Employer contribution / active EE | $2,321 | $4,212-44.9% | $3,453-32.8% | $4,764-51.3% |
| Participant deferral / active EE | $1,312 | $6,366-79.4% | $5,924-77.9% | $5,851-77.6% |
| Admin fee / account holder | $20,250 | $10,521+92.5% | $7,744+161.5% | $11,599+74.6% |