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 | $46,868 | $175,259-73.3% | $149,723-68.7% | $139,487-66.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.41% | 166.82%-164.4pp | 134.50%-132.1pp | 373.84%-371.4pp |
| Employer contribution / active EE | $11,957 | $5,478+118.3% | $4,821+148.0% | $4,755+151.5% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,685 | $16,158-89.6% | $13,215-87.2% | $11,407-85.2% |