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 | $30,313 | $106,864-71.6% | $147,318-79.4% | $82,637-63.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.80% | 27.49%-16.7pp | 70.43%-59.6pp | 53.51%-42.7pp |
| Employer contribution / active EE | $7,628 | $3,417+123.3% | $4,593+66.1% | $2,552+198.9% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $419 | $8,415-95.0% | $13,708-96.9% | $7,339-94.3% |