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 | $15,308 | $111,814-86.3% | $103,374-85.2% | $145,959-89.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.71% | 24.77%-17.1pp | 24.89%-17.2pp | 561.95%-554.2pp |
| Employer contribution / active EE | $2,568 | $4,214-39.1% | $3,869-33.6% | $4,661-44.9% |
| Participant deferral / active EE | $265 | $5,618-95.3% | $5,058-94.8% | $6,689-96.0% |
| Admin fee / account holder | $1,366 | $9,754-86.0% | $8,394-83.7% | $13,398-89.8% |