Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $115,497 | $202,342-42.9% | $172,752-33.1% | $152,897-24.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.24% | 1029.83%-1022.6pp | 802.97%-795.7pp | 345.43%-338.2pp |
| Employer contribution / active EE | $11,126 | $5,858+89.9% | $5,144+116.3% | $4,764+133.6% |
| Participant deferral / active EE | $1,703 | $5,948-71.4% | $5,198-67.2% | $5,851-70.9% |
| Admin fee / account holder | $3,193 | $17,111-81.3% | $13,955-77.1% | $11,599-72.5% |