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 | $168,014 | $106,247+58.1% | $96,515+74.1% | $139,466+20.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.64% | 38.47%-33.8pp | 35.73%-31.1pp | 373.66%-369.0pp |
| Employer contribution / active EE | $10,200 | $4,106+148.4% | $3,740+172.8% | $4,754+114.6% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,110 | $7,885-35.2% | $6,735-24.1% | $11,409-55.2% |