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 | $200,150 | $104,098+92.3% | $140,514+42.4% | $94,015+112.9% |
| Participation rate | 95.6% | 73.7%+21.8pp | 77.8%+17.8pp | 70.8%+24.7pp |
| Annual return | 8.47% | 15.14%-6.7pp | 14.36%-5.9pp | 17.84%-9.4pp |
| Employer contribution / active EE | $12,489 | $2,388+422.9% | $3,378+269.7% | $2,790+347.6% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $19,018 | $10,439+82.2% | $13,697+38.8% | $8,951+112.5% |