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 | $45,304 | $209,336-78.4% | $197,124-77.0% | $137,256-67.0% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 4.16% | 48.09%-43.9pp | 44.34%-40.2pp | 220.34%-216.2pp |
| Employer contribution / active EE | $2,758 | $6,591-58.1% | $6,227-55.7% | $4,156-33.6% |
| Participant deferral / active EE | $2,758 | $9,614-71.3% | $9,135-69.8% | $6,407-56.9% |
| Admin fee / account holder | $42,166 | $17,308+143.6% | $16,298+158.7% | $12,270+243.6% |