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 | $68,381 | $110,337-38.0% | $102,383-33.2% | $145,877-53.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.05% | 24.83%-17.8pp | 24.94%-17.9pp | 551.28%-544.2pp |
| Employer contribution / active EE | $11,736 | $4,216+178.4% | $3,870+203.2% | $4,663+151.7% |
| Participant deferral / active EE | $852 | $5,621-84.8% | $5,060-83.2% | $6,691-87.3% |
| Admin fee / account holder | $10,659 | $9,750+9.3% | $8,391+27.0% | $13,402-20.5% |