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 | $105,054 | $176,077-40.3% | $159,455-34.1% | $167,518-37.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.09% | 331.83%-327.7pp | 263.63%-259.5pp | 478.71%-474.6pp |
| Employer contribution / active EE | $2,155 | $5,298-59.3% | $4,830-55.4% | $4,838-55.5% |
| Participant deferral / active EE | $1,395 | $7,751-82.0% | $7,353-81.0% | $6,342-78.0% |
| Admin fee / account holder | $482 | $12,556-96.2% | $10,800-95.5% | $12,312-96.1% |