Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $100,261 | $88,137+13.8% | $164,975-39.2% | $74,429+34.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 11.13% | 17.13%-6.0pp | 70.12%-59.0pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $7,252 | $2,597+179.2% | $4,343+67.0% | $2,625+176.3% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $8,541 | $2,231+282.8% | $12,688-32.7% | $1,944+339.3% |