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 | $37,562 | $202,342-81.4% | $172,752-78.3% | $152,897-75.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.11% | 1029.83%-1024.7pp | 802.97%-797.9pp | 345.43%-340.3pp |
| Employer contribution / active EE | $2,308 | $5,858-60.6% | $5,144-55.1% | $4,764-51.5% |
| Participant deferral / active EE | $1,308 | $5,948-78.0% | $5,198-74.8% | $5,851-77.6% |
| Admin fee / account holder | $2,988 | $17,111-82.5% | $13,955-78.6% | $11,599-74.2% |