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 | $241,988 | $78,707+207.5% | $117,861+105.3% | $70,126+245.1% |
| Participation rate | 98.5% | 73.2%+25.3pp | 79.7%+18.9pp | 69.5%+29.0pp |
| Annual return | 9.31% | 23.30%-14.0pp | 335.11%-325.8pp | 73.15%-63.8pp |
| Employer contribution / active EE | $18,217 | $2,223+719.3% | $3,786+381.1% | $2,343+677.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $26,173 | $5,066+416.7% | $8,021+226.3% | $4,645+463.4% |