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 | $86,347 | $111,535-22.6% | $105,223-17.9% | $137,256-37.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 10.06% | 237.85%-227.8pp | 180.65%-170.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $5,488 | $3,939+39.3% | $3,689+48.8% | $4,156+32.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,095 | $9,721-88.7% | $8,859-87.6% | $12,270-91.1% |