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 | $176,848 | $102,245+73.0% | $89,340+97.9% | $137,256+28.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.95% | 21.89%-12.9pp | 20.57%-11.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $4,800 | $2,529+89.8% | $2,231+115.1% | $4,156+15.5% |
| Participant deferral / active EE | $667 | $4,436-85.0% | $3,823-82.6% | $6,407-89.6% |
| Admin fee / account holder | $189,944 | $8,085+2249.3% | $6,704+2733.4% | $12,270+1448.0% |