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 | $115,678 | $98,776+17.1% | $149,745-22.8% | $79,856+44.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -5.08% | 27.38%-32.5pp | 276.72%-281.8pp | 31.71%-36.8pp |
| Employer contribution / active EE | $11,224 | $3,217+248.9% | $4,646+141.6% | $2,471+354.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,078 | $6,053-16.1% | $9,312-45.5% | $5,306-4.3% |