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 | $101,667 | $102,382-0.7% | $147,005-30.8% | $80,874+25.7% |
| Participation rate | 98.7% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 9.03% | 134.89%-125.9pp | 418.76%-409.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $12,589 | $3,715+238.9% | $4,934+155.1% | $2,756+356.8% |
| Participant deferral / active EE | $868 | $6,646-86.9% | $8,070-89.2% | $4,297-79.8% |
| Admin fee / account holder | $6,237 | $7,942-21.5% | $13,006-52.0% | $6,935-10.1% |