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 | $14,002 | $111,535-87.4% | $105,223-86.7% | $137,256-89.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.31% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,465 | $3,939-12.0% | $3,689-6.0% | $4,156-16.6% |
| Participant deferral / active EE | $53 | $5,500-99.0% | $5,072-99.0% | $6,407-99.2% |
| Admin fee / account holder | $2,613 | $9,721-73.1% | $8,859-70.5% | $12,270-78.7% |