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 | $107,528 | $109,904-2.2% | $97,167+10.7% | $145,959-26.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 4.48% | 243.43%-238.9pp | 75.27%-70.8pp | 561.95%-557.5pp |
| Employer contribution / active EE | $15,113 | $3,084+390.0% | $2,729+453.8% | $4,661+224.2% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $116,920 | $6,216+1781.0% | $5,650+1969.3% | $13,398+772.7% |