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 | $144,249 | $162,529-11.2% | $130,788+10.3% | $154,746-6.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.19% | 510.48%-502.3pp | 386.44%-378.3pp | 172.34%-164.1pp |
| Employer contribution / active EE | $16,026 | $4,447+260.3% | $3,558+350.4% | $4,379+266.0% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,630 | $7,669-78.7% | $6,673-75.6% | $14,365-88.7% |