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 | $130,924 | $87,106+50.3% | $105,607+24.0% | $80,935+61.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 0.61% | 17.01%-16.4pp | 116.11%-115.5pp | 35.66%-35.0pp |
| Employer contribution / active EE | $8,907 | $2,396+271.7% | $3,167+181.2% | $2,757+223.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,748 | $8,447-43.8% | $10,958-56.7% | $6,924-31.4% |