Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $147,636 | $102,429+44.1% | $147,096+0.4% | $80,925+82.4% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.2%+9.9pp | 67.7%+24.4pp |
| Annual return | 9.78% | 135.02%-125.2pp | 419.75%-410.0pp | 35.65%-25.9pp |
| Employer contribution / active EE | $13,134 | $3,716+253.5% | $4,936+166.1% | $2,756+376.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,868 | $7,957-76.5% | $13,005-85.6% | $6,940-73.1% |