Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,903 | $69,252-42.4% | $64,099-37.7% | $139,456-71.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.52% | 45.89%-37.4pp | 33.70%-25.2pp | 373.45%-364.9pp |
| Employer contribution / active EE | $1,107 | $3,184-65.2% | $2,748-59.7% | $4,753-76.7% |
| Participant deferral / active EE | $186 | $4,683-96.0% | $3,881-95.2% | $6,711-97.2% |
| Admin fee / account holder | $516 | $4,248-87.9% | $3,070-83.2% | $11,407-95.5% |