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 | $50,823 | $160,070-68.2% | $147,117-65.5% | $145,897-65.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.99% | 98.69%-90.7pp | 420.54%-412.6pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,551 | $5,285-70.6% | $4,932-68.5% | $4,663-66.7% |
| Participant deferral / active EE | $433 | $8,419-94.9% | $8,065-94.6% | $6,689-93.5% |
| Admin fee / account holder | $1,386 | $15,035-90.8% | $12,993-89.3% | $13,390-89.7% |