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 | $153,728 | $78,428+96.0% | $95,960+60.2% | $79,852+92.5% |
| Participation rate | 95.7% | 73.5%+22.2pp | 77.1%+18.6pp | 69.6%+26.0pp |
| Annual return | 8.01% | 19.37%-11.4pp | 91.63%-83.6pp | 31.72%-23.7pp |
| Employer contribution / active EE | $7,566 | $1,945+288.9% | $2,541+197.7% | $2,471+206.2% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $54,981 | $5,622+877.9% | $6,797+708.9% | $5,306+936.2% |