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 | $137,324 | $118,488+15.9% | $98,462+39.5% | $139,487-1.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -1.55% | 18.96%-20.5pp | 21.17%-22.7pp | 373.84%-375.4pp |
| Employer contribution / active EE | $10,612 | $3,611+193.9% | $3,049+248.1% | $4,755+123.2% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,291 | $13,868-47.4% | $8,875-17.8% | $11,407-36.1% |