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 | $28,375 | $201,259-85.9% | $184,200-84.6% | $145,959-80.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.06% | 28.98%-22.9pp | 28.80%-22.7pp | 561.95%-555.9pp |
| Employer contribution / active EE | $2,603 | $7,018-62.9% | $6,424-59.5% | $4,661-44.1% |
| Participant deferral / active EE | $2,476 | $9,806-74.8% | $9,132-72.9% | $6,689-63.0% |
| Admin fee / account holder | $22,335 | $16,372+36.4% | $13,907+60.6% | $13,398+66.7% |