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 | $67,776 | $52,678+28.7% | $75,784-10.6% | $59,633+13.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -5.74% | 2.95%-8.7pp | 9.68%-15.4pp | 2041.40%-2047.1pp |
| Employer contribution / active EE | $7,169 | $2,193+226.8% | $3,323+115.7% | $2,203+225.5% |
| Participant deferral / active EE | $772 | $2,591-70.2% | $3,652-78.9% | $3,192-75.8% |
| Admin fee / account holder | $2,540 | $3,610-29.6% | $5,300-52.1% | $4,297-40.9% |