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 | $149,425 | $72,177+107.0% | $115,038+29.9% | $59,633+150.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.69% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $9,135 | $2,841+221.5% | $4,608+98.2% | $2,203+314.7% |
| Participant deferral / active EE | $1,038 | $4,783-78.3% | $6,026-82.8% | $3,192-67.5% |
| Admin fee / account holder | $26,088 | $4,927+429.5% | $8,175+219.1% | $4,297+507.1% |