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 | $241,661 | $129,737+86.3% | $119,126+102.9% | $154,746+56.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 0.62% | 379.08%-378.5pp | 282.11%-281.5pp | 172.34%-171.7pp |
| Employer contribution / active EE | $4,371 | $4,375-0.1% | $4,034+8.4% | $4,379-0.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $32,329 | $11,961+170.3% | $10,693+202.3% | $14,365+125.1% |