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 | $197,105 | $167,362+17.8% | $143,799+37.1% | $134,532+46.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.27% | 0.47%-23.7pp | -0.04%-23.2pp | 418.27%-441.5pp |
| Employer contribution / active EE | $7,500 | $5,620+33.4% | $4,952+51.5% | $4,741+58.2% |
| Participant deferral / active EE | $1,528 | $6,447-76.3% | $5,638-72.9% | $6,401-76.1% |
| Admin fee / account holder | $11,350 | $18,094-37.3% | $14,677-22.7% | $11,429-0.7% |