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 | $246,099 | $154,209+59.6% | $130,062+89.2% | $139,487+76.4% |
| Participation rate | 95.8% | 82.0%+13.9pp | 78.5%+17.3pp | 80.3%+15.5pp |
| Annual return | -7.03% | 32.52%-39.5pp | -137.37%+130.3pp | 373.84%-380.9pp |
| Employer contribution / active EE | $9,302 | $5,292+75.8% | $4,322+115.2% | $4,755+95.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $10,804 | $13,988-22.8% | $10,601+1.9% | $11,407-5.3% |