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 | $67,110 | $49,236+36.3% | $70,455-4.7% | $79,860-16.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 1.14% | 30.07%-28.9pp | 109.06%-107.9pp | 31.72%-30.6pp |
| Employer contribution / active EE | $5,837 | $2,100+178.0% | $2,737+113.3% | $2,471+136.2% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,500 | $2,877-47.9% | $3,845-61.0% | $5,306-71.7% |