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 | $57,718 | $124,187-53.5% | $108,410-46.8% | $167,518-65.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.14% | 1379.80%-1373.7pp | 905.34%-899.2pp | 478.71%-472.6pp |
| Employer contribution / active EE | $1,431 | $4,187-65.8% | $3,558-59.8% | $4,838-70.4% |
| Participant deferral / active EE | $1,403 | $6,908-79.7% | $6,562-78.6% | $6,342-77.9% |
| Admin fee / account holder | $544 | $9,456-94.2% | $7,296-92.5% | $12,312-95.6% |