Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $183,120 | $201,370-9.1% | $184,256-0.6% | $145,897+25.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -9.43% | 29.05%-38.5pp | 28.85%-38.3pp | 552.29%-561.7pp |
| Employer contribution / active EE | $2,380 | $7,024-66.1% | $6,427-63.0% | $4,663-49.0% |
| Participant deferral / active EE | $2,630 | $9,808-73.2% | $9,133-71.2% | $6,689-60.7% |
| Admin fee / account holder | $349 | $16,364-97.9% | $13,899-97.5% | $13,390-97.4% |