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 | $136,112 | $132,099+3.0% | $115,599+17.7% | $138,895-2.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 4.31% | 176.76%-172.4pp | 111.10%-106.8pp | 145.39%-141.1pp |
| Employer contribution / active EE | $12,427 | $3,416+263.8% | $2,955+320.5% | $4,194+196.3% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $288,579 | $15,650+1744.0% | $12,841+2147.4% | $12,562+2197.2% |