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 | $207,435 | $106,923+94.0% | $84,023+146.9% | $152,909+35.7% |
| Participation rate | 76.5% | 75.3%+1.2pp | 69.0%+7.5pp | 82.5%-6.0pp |
| Annual return | 1.16% | 105.02%-103.9pp | 71.32%-70.2pp | 345.46%-344.3pp |
| Employer contribution / active EE | $8,824 | $2,735+222.6% | $1,984+344.8% | $4,764+85.2% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $60,877 | $8,289+634.4% | $6,102+897.6% | $11,601+424.8% |