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 | $122,189 | $167,533-27.1% | $151,645-19.4% | $134,545-9.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.71% | 7.81%-32.5pp | 3.34%-28.0pp | 418.37%-443.1pp |
| Employer contribution / active EE | $2,825 | $6,828-58.6% | $6,165-54.2% | $4,742-40.4% |
| Participant deferral / active EE | $1,830 | $8,985-79.6% | $8,363-78.1% | $6,401-71.4% |
| Admin fee / account holder | $6,927 | $13,781-49.7% | $11,614-40.4% | $11,431-39.4% |