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 | $54,979 | $209,888-73.8% | $189,545-71.0% | $167,553-67.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.06% | 748.66%-740.6pp | 555.36%-547.3pp | 478.89%-470.8pp |
| Employer contribution / active EE | $2,544 | $6,915-63.2% | $6,162-58.7% | $4,840-47.4% |
| Participant deferral / active EE | $1,343 | $8,934-85.0% | $8,220-83.7% | $6,343-78.8% |
| Admin fee / account holder | $1,955 | $14,300-86.3% | $12,049-83.8% | $12,316-84.1% |