Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $129,008 | $126,661+1.9% | $113,397+13.8% | $138,895-7.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 7.46% | 25.05%-17.6pp | 23.20%-15.7pp | 145.39%-137.9pp |
| Employer contribution / active EE | $8,333 | $3,456+141.1% | $2,977+179.9% | $4,194+98.7% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,224 | $14,549-29.7% | $11,957-14.5% | $12,562-18.6% |