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 | $103,624 | $77,817+33.2% | $123,553-16.1% | $64,173+61.5% |
| Participation rate | 98.0% | 74.7%+23.2pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -10.94% | 12.49%-23.4pp | 119.21%-130.1pp | 7.63%-18.6pp |
| Employer contribution / active EE | $12,808 | $3,014+325.0% | $4,628+176.8% | $2,381+438.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $916 | $5,519-83.4% | $9,284-90.1% | $4,887-81.3% |