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 | $79,732 | $125,184-36.3% | $105,607-24.5% | $145,884-45.3% |
| Participation rate | 92.3% | 77.6%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 3.61% | 225.00%-221.4pp | 116.11%-112.5pp | 551.85%-548.2pp |
| Employer contribution / active EE | $3,610 | $3,720-3.0% | $3,167+14.0% | $4,662-22.6% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,049 | $17,133-64.7% | $10,958-44.8% | $13,392-54.8% |