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 | $108,542 | $168,626-35.6% | $133,698-18.8% | $145,897-25.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 6.76% | 1168.99%-1162.2pp | 580.90%-574.1pp | 552.29%-545.5pp |
| Employer contribution / active EE | $1,671 | $5,290-68.4% | $4,218-60.4% | $4,663-64.2% |
| Participant deferral / active EE | $1,733 | $8,688-80.1% | $7,016-75.3% | $6,689-74.1% |
| Admin fee / account holder | $905 | $9,638-90.6% | $6,703-86.5% | $13,390-93.2% |