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 | $129,465 | $106,905+21.1% | $84,020+54.1% | $152,885-15.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 2.00% | 105.00%-103.0pp | 71.31%-69.3pp | 345.39%-343.4pp |
| Employer contribution / active EE | $6,531 | $2,735+138.8% | $1,984+229.3% | $4,763+37.1% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $40,699 | $8,287+391.1% | $6,101+567.1% | $11,598+250.9% |