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 | $70,919 | $175,259-59.5% | $149,723-52.6% | $139,487-49.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.58% | 166.82%-157.2pp | 134.50%-124.9pp | 373.84%-364.3pp |
| Employer contribution / active EE | $3,300 | $5,478-39.8% | $4,821-31.5% | $4,755-30.6% |
| Participant deferral / active EE | $1,434 | $6,522-78.0% | $5,682-74.8% | $6,713-78.6% |
| Admin fee / account holder | $1,933 | $16,158-88.0% | $13,215-85.4% | $11,407-83.1% |