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 | $54,593 | $114,119-52.2% | $107,187-49.1% | $138,895-60.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.68% | 273.21%-262.5pp | 204.55%-193.9pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,524 | $4,059-62.5% | $3,782-59.7% | $4,194-63.7% |
| Participant deferral / active EE | $71 | $5,538-98.7% | $5,096-98.6% | $6,396-98.9% |
| Admin fee / account holder | $2,195 | $10,024-78.1% | $9,162-76.0% | $12,562-82.5% |