Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $189,425 | $85,766+120.9% | $136,298+39.0% | $70,126+170.1% |
| Participation rate | 97.6% | 74.2%+23.4pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 10.75% | 31.46%-20.7pp | 5156.27%-5145.5pp | 73.15%-62.4pp |
| Employer contribution / active EE | $11,220 | $2,966+278.3% | $4,696+138.9% | $2,343+379.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $22,629 | $5,421+317.5% | $9,244+144.8% | $4,645+387.1% |