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 | $165,694 | $72,177+129.6% | $115,038+44.0% | $59,633+177.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -3.76% | 12.02%-15.8pp | 26.14%-29.9pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $5,894 | $2,841+107.5% | $4,608+27.9% | $2,203+167.6% |
| Participant deferral / active EE | $1,839 | $4,783-61.5% | $6,026-69.5% | $3,192-42.4% |
| Admin fee / account holder | $16,078 | $4,927+226.3% | $8,175+96.7% | $4,297+274.2% |