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 | $165,133 | $78,423+110.6% | $95,964+72.1% | $79,856+106.8% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | -16.72% | 19.37%-36.1pp | 91.64%-108.4pp | 31.71%-48.4pp |
| Employer contribution / active EE | $16,826 | $1,945+764.9% | $2,541+562.1% | $2,471+580.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,969 | $5,622+59.5% | $6,797+32.0% | $5,306+69.0% |