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 | $103,245 | $182,442-43.4% | $163,379-36.8% | $138,895-25.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 9.81% | 72.74%-62.9pp | 63.41%-53.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,619 | $4,159-37.0% | $3,752-30.2% | $4,194-37.6% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,243 | $10,396-20.7% | $9,818-16.0% | $12,562-34.4% |