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 | $24,622 | $160,070-84.6% | $147,117-83.3% | $145,897-83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.93% | 98.69%-94.8pp | 420.54%-416.6pp | 552.29%-548.4pp |
| Employer contribution / active EE | $1,997 | $5,285-62.2% | $4,932-59.5% | $4,663-57.2% |
| Participant deferral / active EE | $401 | $8,419-95.2% | $8,065-95.0% | $6,689-94.0% |
| Admin fee / account holder | $2,050 | $15,035-86.4% | $12,993-84.2% | $13,390-84.7% |