Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $104,844 | $108,942-3.8% | $100,415+4.4% | $145,897-28.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 5.50% | 58.27%-52.8pp | 49.47%-44.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $3,452 | $4,422-21.9% | $3,943-12.5% | $4,663-26.0% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,190 | $9,702-56.8% | $7,906-47.0% | $13,390-68.7% |