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 | $43,178 | $162,136-73.4% | $152,301-71.6% | $154,746-72.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.76% | 91.02%-83.3pp | 80.50%-72.7pp | 172.34%-164.6pp |
| Employer contribution / active EE | $1,368 | $4,890-72.0% | $4,624-70.4% | $4,379-68.8% |
| Participant deferral / active EE | $1,703 | $8,341-79.6% | $8,004-78.7% | $6,730-74.7% |
| Admin fee / account holder | $26,506 | $15,759+68.2% | $14,398+84.1% | $14,365+84.5% |