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 | $117,829 | $160,070-26.4% | $147,117-19.9% | $145,897-19.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.16% | 98.69%-93.5pp | 420.54%-415.4pp | 552.29%-547.1pp |
| Employer contribution / active EE | $5,091 | $5,285-3.7% | $4,932+3.2% | $4,663+9.2% |
| Participant deferral / active EE | $2,009 | $8,419-76.1% | $8,065-75.1% | $6,689-70.0% |
| Admin fee / account holder | $375 | $15,035-97.5% | $12,993-97.1% | $13,390-97.2% |