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 | $40,684 | $217,432-81.3% | $185,851-78.1% | $167,553-75.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.20% | 148.43%-143.2pp | 122.11%-116.9pp | 478.89%-473.7pp |
| Employer contribution / active EE | $2,251 | $5,874-61.7% | $5,168-56.4% | $4,840-53.5% |
| Participant deferral / active EE | $1,983 | $6,357-68.8% | $5,569-64.4% | $6,343-68.7% |
| Admin fee / account holder | $20,941 | $19,820+5.7% | $16,245+28.9% | $12,316+70.0% |