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.
Employer 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 | $147,455 | $209,888-29.7% | $189,545-22.2% | $167,553-12.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.29% | 748.66%-743.4pp | 555.36%-550.1pp | 478.89%-473.6pp |
| Employer contribution / active EE | $1,072 | $6,915-84.5% | $6,162-82.6% | $4,840-77.8% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $237,470 | $14,300+1560.7% | $12,049+1870.9% | $12,316+1828.1% |