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 | $59,790 | $228,395-73.8% | $185,861-67.8% | $158,982-62.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.80% | 40.82%-39.0pp | 35.96%-34.2pp | 302.99%-301.2pp |
| Employer contribution / active EE | $3,382 | $4,968-31.9% | $4,088-17.3% | $4,763-29.0% |
| Participant deferral / active EE | $558 | $6,417-91.3% | $5,634-90.1% | $5,983-90.7% |
| Admin fee / account holder | $545 | $11,869-95.4% | $9,503-94.3% | $11,252-95.2% |