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 | $142,247 | $93,598+52.0% | $135,974+4.6% | $75,173+89.2% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | -17.55% | 30.89%-48.4pp | 68.30%-85.9pp | 160.72%-178.3pp |
| Employer contribution / active EE | $5,053 | $3,538+42.8% | $4,859+4.0% | $2,671+89.2% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $732 | $6,978-89.5% | $10,767-93.2% | $5,651-87.0% |