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 | $45,647 | $160,028-71.5% | $147,080-69.0% | $145,884-68.7% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 6.81% | 98.60%-91.8pp | 420.17%-413.4pp | 551.85%-545.0pp |
| Employer contribution / active EE | $1,960 | $5,286-62.9% | $4,933-60.3% | $4,662-58.0% |
| Participant deferral / active EE | $2,492 | $8,422-70.4% | $8,066-69.1% | $6,690-62.8% |
| Admin fee / account holder | $103,184 | $15,030+586.5% | $12,989+694.4% | $13,392+670.5% |